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
$235M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$3.14M
3
+$1.34M
4
MCD icon
McDonald's
MCD
+$1.17M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$805K

Top Sells

1
+$3.58M
2
+$3.32M
3
+$3.04M
4
CME icon
CME Group
CME
+$2.38M
5
LHX icon
L3Harris
LHX
+$1.58M

Sector Composition

1 Technology 21.89%
2 Financials 15.08%
3 Industrials 13.87%
4 Healthcare 12.58%
5 Communication Services 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.55%
4,763
-917
52
$1.22M 0.52%
2,340
-345
53
$1.2M 0.51%
10,574
54
$1.17M 0.5%
10,716
+973
55
$1.16M 0.49%
5,450
-7,431
56
$1.1M 0.47%
1,415
-23
57
$1.09M 0.46%
5,687
+557
58
$1.09M 0.46%
6,225
-1,114
59
$1.08M 0.46%
11,982
+1,288
60
$899K 0.38%
4,660
-10
61
$798K 0.34%
1,660
-7
62
$767K 0.33%
6,595
+400
63
$760K 0.32%
8,050
+10
64
$758K 0.32%
4,920
-250
65
$719K 0.31%
1,619
-160
66
$691K 0.29%
3,930
+2,943
67
$624K 0.27%
2,500
68
$613K 0.26%
14,137
69
$595K 0.25%
4,722
+392
70
$564K 0.24%
+16,978
71
$553K 0.24%
+6,778
72
$545K 0.23%
1,101
+136
73
$535K 0.23%
11,233
+1,797
74
$515K 0.22%
1,075
75
$483K 0.21%
8,810
-2,616
1 2
3
4 5