HVP

Hudson Value Partners Portfolio holdings

AUM $319M
1-Year Est. Return 25.14%
This Quarter Est. Return
1 Year Est. Return
+25.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
-$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.83M
3
+$3.43M
4
MRK icon
Merck
MRK
+$3.35M
5
MDU icon
MDU Resources
MDU
+$2.21M

Top Sells

1
+$5.43M
2
+$3.63M
3
+$2.66M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.29M
5
UNH icon
UnitedHealth
UNH
+$732K

Sector Composition

1 Technology 23.53%
2 Financials 18.66%
3 Industrials 11.73%
4 Communication Services 9.36%
5 Healthcare 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.76M 1.41%
15,347
-218
27
$3.73M 1.4%
5,623
+511
28
$3.43M 1.29%
+188,283
29
$3.42M 1.28%
17,953
-651
30
$3.32M 1.25%
37,780
-1,580
31
$3.08M 1.16%
6,557
-113
32
$2.93M 1.1%
79,014
+4,098
33
$2.92M 1.1%
41,561
+9,187
34
$2.83M 1.06%
7,711
-1,615
35
$2.8M 1.05%
13,562
+180
36
$2.04M 0.77%
2,474
+1,102
37
$1.95M 0.73%
5,520
-100
38
$1.94M 0.73%
26,585
+5,410
39
$1.84M 0.69%
19,710
-1,340
40
$1.8M 0.68%
9,672
+878
41
$1.52M 0.57%
2,639
+194
42
$1.43M 0.54%
10,789
-725
43
$1.42M 0.53%
2,540
-127
44
$1.4M 0.52%
2,228
-10
45
$1.34M 0.5%
5,054
+1,195
46
$1.32M 0.5%
18,466
47
$1.29M 0.49%
281
-5
48
$1.25M 0.47%
+20,884
49
$1.23M 0.46%
10,439
+1,165
50
$1.2M 0.45%
64,775
1
2
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