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
$166M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.08M
3
+$924K
4
DOCU icon
DocuSign
DOCU
+$795K
5
ARRY icon
Array Technologies
ARRY
+$618K

Top Sells

1
+$1.74M
2
+$851K
3
+$715K
4
ZBRA icon
Zebra Technologies
ZBRA
+$546K
5
T icon
AT&T
T
+$486K

Sector Composition

1 Technology 22.21%
2 Financials 14.75%
3 Healthcare 13.21%
4 Communication Services 10.71%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.68%
8,530
+1,049
52
$1.11M 0.67%
5,128
-50
53
$1.08M 0.66%
20,050
+1,407
54
$1.03M 0.62%
6,640
+4
55
$1M 0.61%
5,027
-42
56
$996K 0.6%
110,042
-9,926
57
$995K 0.6%
17,109
+1,649
58
$992K 0.6%
3,573
59
$959K 0.58%
19,860
60
$959K 0.58%
3,950
-100
61
$957K 0.58%
11,438
+8
62
$924K 0.56%
+18,815
63
$893K 0.54%
6,030
64
$884K 0.53%
4,390
65
$860K 0.52%
13,837
+4,661
66
$826K 0.5%
6,481
+1,036
67
$825K 0.5%
10,902
+4,293
68
$801K 0.48%
65,317
-200
69
$795K 0.48%
+3,925
70
$769K 0.46%
5,850
-1,575
71
$689K 0.42%
19,007
-1,000
72
$671K 0.41%
4,958
-30
73
$621K 0.38%
3,610
+325
74
$618K 0.37%
+20,730
75
$605K 0.37%
5,264
1 2
3
4 5