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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$7.12M
3
+$5.22M
4
ZBRA icon
Zebra Technologies
ZBRA
+$5.02M
5
QCOM icon
Qualcomm
QCOM
+$4.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.6%
2 Financials 14.97%
3 Healthcare 13.76%
4 Communication Services 11.11%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$971K 0.65%
+7,481
52
$955K 0.64%
+18,643
53
$944K 0.63%
+7,482
54
$938K 0.63%
+4,050
55
$935K 0.63%
+4,824
56
$919K 0.62%
+4,138
57
$904K 0.61%
+5,069
58
$904K 0.61%
+3,930
59
$899K 0.6%
+15,460
60
$851K 0.57%
+17,598
61
$826K 0.55%
+3,811
62
$809K 0.54%
+119,968
63
$806K 0.54%
+19,860
64
$792K 0.53%
+6,075
65
$787K 0.53%
+6,030
66
$735K 0.49%
+20,007
67
$700K 0.47%
+4,390
68
$687K 0.46%
+4,988
69
$647K 0.43%
+5,445
70
$602K 0.4%
+9,176
71
$569K 0.38%
+5,264
72
$541K 0.36%
+6,609
73
$540K 0.36%
+65,517
74
$528K 0.35%
+2,625
75
$514K 0.34%
+3,285
1 2
3
4 5