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
$215M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.55M
3
+$1.19M
4
DHR icon
Danaher
DHR
+$1.16M
5
LNG icon
Cheniere Energy
LNG
+$1.07M

Top Sells

1
+$2.22M
2
+$1.4M
3
+$1.21M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$605K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$466K

Sector Composition

1 Technology 21.54%
2 Financials 15.68%
3 Healthcare 13.95%
4 Industrials 11.94%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.58%
5,550
52
$1.25M 0.58%
21,156
53
$1.25M 0.58%
7,339
54
$1.22M 0.57%
4,670
-400
55
$1.19M 0.55%
+9,550
56
$1.16M 0.54%
10,574
57
$1.15M 0.53%
14,451
+2,120
58
$970K 0.45%
4,225
-65
59
$934K 0.43%
9,743
+606
60
$923K 0.43%
5,130
+361
61
$908K 0.42%
10,694
+597
62
$838K 0.39%
1,438
-30
63
$756K 0.35%
5,170
-1,190
64
$729K 0.34%
1,779
+563
65
$728K 0.34%
1,667
+70
66
$674K 0.31%
8,040
-899
67
$662K 0.31%
16,159
+1,613
68
$620K 0.29%
14,137
-366
69
$619K 0.29%
6,195
+1,120
70
$606K 0.28%
2,375
71
$595K 0.28%
11,426
+2,340
72
$582K 0.27%
2,500
73
$544K 0.25%
2,455
+20
74
$508K 0.24%
965
+111
75
$503K 0.23%
1,075
1 2
3
4 5