HVP

Hudson Value Partners Portfolio holdings

AUM $290M
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$1.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.17M
3
+$1.14M
4
NVT icon
nVent Electric
NVT
+$1.07M
5
MSFT icon
Microsoft
MSFT
+$968K

Top Sells

1
+$2.51M
2
+$1.41M
3
+$1.41M
4
DE icon
Deere & Co
DE
+$843K
5
TSLA icon
Tesla
TSLA
+$691K

Sector Composition

1 Technology 24.03%
2 Financials 14.36%
3 Healthcare 12.16%
4 Industrials 11.67%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.4M 1.44%
13,355
+456
27
$3.31M 1.4%
17,146
-520
28
$3.21M 1.36%
9,325
-211
29
$3.03M 1.28%
14,956
-1,513
30
$2.9M 1.23%
42,890
-475
31
$2.84M 1.2%
54,061
+1,214
32
$2.84M 1.2%
21,732
+5,825
33
$2.36M 1%
10,447
+451
34
$2.35M 1%
+226,658
35
$2.2M 0.93%
5,893
-2,257
36
$2.06M 0.87%
11,776
-8,057
37
$2.02M 0.86%
12,475
-1,972
38
$1.73M 0.73%
5,770
+1,029
39
$1.64M 0.69%
16,499
+60
40
$1.63M 0.69%
4,265
-13
41
$1.63M 0.69%
2,421
-255
42
$1.63M 0.69%
22,475
-65
43
$1.59M 0.67%
2,453
+95
44
$1.53M 0.65%
2,820
-5
45
$1.45M 0.61%
366
-25
46
$1.33M 0.56%
20,881
-275
47
$1.32M 0.56%
4,970
+207
48
$1.3M 0.55%
11,820
49
$1.26M 0.53%
2,315
-25
50
$1.26M 0.53%
1,387
-28
1
2
3 4