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
$257M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.25M
3
+$1.02M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$853K
5
META icon
Meta Platforms (Facebook)
META
+$780K

Top Sells

1
+$2.35M
2
+$1.92M
3
+$1.22M
4
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$609K
5
EL icon
Estee Lauder
EL
+$448K

Sector Composition

1 Technology 23.98%
2 Financials 15.25%
3 Industrials 12.25%
4 Healthcare 10.97%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.9M 1.52%
9,637
+312
27
$3.79M 1.47%
30,489
+539
28
$3.27M 1.27%
40,480
-2,410
29
$3.16M 1.23%
14,988
+32
30
$3.04M 1.18%
16,339
-807
31
$2.86M 1.11%
12,658
+2,211
32
$2.72M 1.06%
6,520
+627
33
$2.53M 0.98%
23,271
+1,539
34
$2.11M 0.82%
11,758
-18
35
$1.91M 0.74%
2,363
-90
36
$1.89M 0.73%
11,515
-960
37
$1.65M 0.64%
8,225
+2,189
38
$1.6M 0.62%
5,695
+1,430
39
$1.59M 0.62%
2,241
-180
40
$1.57M 0.61%
20,950
-1,525
41
$1.54M 0.6%
16,053
-446
42
$1.51M 0.59%
2,630
+315
43
$1.45M 0.57%
5,156
+186
44
$1.44M 0.56%
20,081
-800
45
$1.41M 0.55%
2,625
-195
46
$1.41M 0.55%
11,774
+539
47
$1.4M 0.55%
12,313
+989
48
$1.4M 0.54%
333
-33
49
$1.32M 0.51%
13,609
+808
50
$1.23M 0.48%
4,481
-1,289
1
2
3 4 5