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
$182M
AUM Growth
+$619K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.17M
3
+$557K
4
APD icon
Air Products & Chemicals
APD
+$517K
5
RIO icon
Rio Tinto
RIO
+$278K

Top Sells

1
+$915K
2
+$586K
3
+$430K
4
ARRY icon
Array Technologies
ARRY
+$373K
5
BP icon
BP
BP
+$257K

Sector Composition

1 Technology 21.27%
2 Financials 14.38%
3 Healthcare 13.17%
4 Communication Services 9.77%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.62%
9,529
-135
52
$1.12M 0.62%
7,510
+55
53
$1.11M 0.61%
19,850
-200
54
$1.08M 0.6%
22,848
+238
55
$1.07M 0.59%
4,902
-95
56
$1.07M 0.59%
3,840
-765
57
$1.07M 0.59%
20,940
58
$1.03M 0.57%
4,010
-15
59
$1.03M 0.56%
7,220
+597
60
$1.01M 0.56%
3,901
-105
61
$1M 0.55%
2,865
-85
62
$978K 0.54%
13,085
+675
63
$974K 0.54%
15,147
+484
64
$964K 0.53%
17,852
+375
65
$863K 0.48%
5,825
-220
66
$860K 0.47%
4,390
67
$838K 0.46%
19,481
+300
68
$830K 0.46%
19,485
-50
69
$823K 0.45%
3,878
-50
70
$784K 0.43%
14,335
+2,675
71
$735K 0.4%
4,192
+110
72
$706K 0.39%
1,645
+490
73
$667K 0.37%
3,850
+128
74
$655K 0.36%
4,688
-270
75
$636K 0.35%
4,245
+300
1 2
3
4 5