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
$181M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.96M
3
+$1.58M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.15M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.07M

Top Sells

1
+$2.03M
2
+$1.85M
3
+$1.23M
4
GLW icon
Corning
GLW
+$1.19M
5
MMM icon
3M
MMM
+$407K

Sector Composition

1 Technology 22.58%
2 Financials 14.57%
3 Healthcare 12.87%
4 Communication Services 9.63%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.64%
9,370
+242
52
$1.15M 0.63%
+12,410
53
$1.14M 0.63%
20,050
54
$1.14M 0.63%
3,573
55
$1.13M 0.62%
4,025
+100
56
$1.12M 0.62%
22,610
+3,795
57
$1.12M 0.62%
9,664
58
$1.1M 0.61%
7,455
-1,075
59
$1.07M 0.59%
+20,940
60
$1.03M 0.57%
6,623
-17
61
$979K 0.54%
17,477
+368
62
$971K 0.54%
14,663
+826
63
$941K 0.52%
2,950
-545
64
$915K 0.51%
6,527
+46
65
$903K 0.5%
4,390
66
$882K 0.49%
11,660
+758
67
$862K 0.48%
3,928
-1,200
68
$845K 0.47%
19,535
-325
69
$837K 0.46%
4,082
-945
70
$825K 0.46%
6,045
+15
71
$751K 0.41%
19,181
+174
72
$726K 0.4%
3,722
+112
73
$717K 0.4%
5,850
74
$669K 0.37%
4,958
75
$648K 0.36%
4,964
-300
1 2
3
4 5