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
$196M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.1M
3
+$1.7M
4
KNF icon
Knife River
KNF
+$834K
5
AAPL icon
Apple
AAPL
+$754K

Top Sells

1
+$2.15M
2
+$2.03M
3
+$1.49M
4
RIO icon
Rio Tinto
RIO
+$1.37M
5
BHP icon
BHP
BHP
+$746K

Sector Composition

1 Technology 24.76%
2 Financials 16.3%
3 Industrials 11.86%
4 Healthcare 10.48%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.59%
10,574
+350
52
$1.15M 0.59%
2,601
-81
53
$1.14M 0.58%
5,045
-200
54
$1.13M 0.58%
419
-5
55
$1.08M 0.55%
5,095
-480
56
$1.04M 0.53%
4,912
+721
57
$1.04M 0.53%
43,884
+9,094
58
$1.04M 0.53%
5,650
59
$937K 0.48%
11,614
+1,114
60
$933K 0.48%
19,685
61
$878K 0.45%
4,290
62
$834K 0.43%
+19,180
63
$719K 0.37%
4,353
+1,879
64
$709K 0.36%
14,000
-3,500
65
$692K 0.35%
1,475
-160
66
$684K 0.35%
4,570
67
$683K 0.35%
8,420
+808
68
$654K 0.33%
17,834
-103
69
$630K 0.32%
1,547
+393
70
$603K 0.31%
14,503
71
$549K 0.28%
2,500
72
$539K 0.28%
5,025
+450
73
$526K 0.27%
13,156
+6,877
74
$493K 0.25%
18,724
75
$490K 0.25%
1,075
1 2
3
4 5