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
$194M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.66M
3
+$1.36M
4
BKNG icon
Booking.com
BKNG
+$1.27M
5
UBER icon
Uber
UBER
+$684K

Top Sells

1
+$3.24M
2
+$1.43M
3
+$1.14M
4
FNF icon
Fidelity National Financial
FNF
+$1.08M
5
BLDR icon
Builders FirstSource
BLDR
+$1.07M

Sector Composition

1 Technology 23.11%
2 Financials 17.67%
3 Healthcare 11.45%
4 Communication Services 8.34%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.6%
18,309
-1,555
52
$1.15M 0.59%
4,972
+10
53
$1.15M 0.59%
9,704
+175
54
$1.1M 0.57%
30,800
+19,175
55
$1.06M 0.55%
20,940
56
$1.02M 0.53%
5,828
+3
57
$1.01M 0.52%
19,505
+24
58
$963K 0.5%
22,442
-275
59
$915K 0.47%
19,553
60
$915K 0.47%
2,025
+255
61
$872K 0.45%
18,572
+2
62
$826K 0.43%
2,206
63
$813K 0.42%
4,390
64
$767K 0.39%
19,385
65
$733K 0.38%
14,385
+908
66
$694K 0.36%
4,543
-90
67
$688K 0.35%
4,360
68
$660K 0.34%
12,171
+315
69
$655K 0.34%
9,885
+595
70
$654K 0.34%
3,363
-515
71
$620K 0.32%
54,920
-1,425
72
$613K 0.32%
8,015
+150
73
$608K 0.31%
13,800
-1,731
74
$592K 0.3%
3,208
-492
75
$592K 0.3%
15,452
+70
1 2
3
4 5