HVP

Hudson Value Partners Portfolio holdings

AUM $335M
1-Year Est. Return 27.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$1.4M
3
+$1.24M
4
AMGN icon
Amgen
AMGN
+$1.14M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$797K

Top Sells

1
+$1.86M
2
+$1.8M
3
+$1.72M
4
RIO icon
Rio Tinto
RIO
+$1.25M
5
COST icon
Costco
COST
+$1.14M

Sector Composition

1 Technology 26.23%
2 Financials 17.13%
3 Industrials 13.16%
4 Communication Services 10.26%
5 Healthcare 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.33M 1.49%
87,901
+596
27
$4.32M 1.49%
52,943
+254
28
$4.26M 1.47%
13,831
+491
29
$4.05M 1.4%
18,469
+516
30
$3.78M 1.31%
12,936
+199
31
$3.75M 1.3%
+9,258
32
$3.74M 1.29%
47,116
+5,555
33
$3.46M 1.19%
6,800
+243
34
$3.29M 1.14%
33,644
-4,136
35
$3.11M 1.07%
24,574
-2,550
36
$2.54M 0.88%
4,995
-525
37
$2.52M 0.87%
26,983
+398
38
$2.47M 0.85%
18,430
-1,280
39
$2.47M 0.85%
3,343
+704
40
$2.15M 0.74%
19,847
+7,707
41
$2.03M 0.7%
5,535
-2,176
42
$1.91M 0.66%
2,449
-25
43
$1.84M 0.63%
13,264
+2,825
44
$1.68M 0.58%
2,228
45
$1.63M 0.56%
+75,560
46
$1.6M 0.55%
2,585
+45
47
$1.59M 0.55%
11,215
48
$1.54M 0.53%
266
-15
49
$1.47M 0.51%
10,789
50
$1.45M 0.5%
10,865
1
2
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