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
$237M
AUM Growth
+$1.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.17M
3
+$1.14M
4
NVT icon
nVent Electric
NVT
+$1.07M
5
MSFT icon
Microsoft
MSFT
+$968K

Top Sells

1
+$2.51M
2
+$1.41M
3
+$1.41M
4
DE icon
Deere & Co
DE
+$843K
5
TSLA icon
Tesla
TSLA
+$691K

Sector Composition

1 Technology 24.03%
2 Financials 14.36%
3 Healthcare 12.16%
4 Industrials 11.67%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.53%
5,175
52
$1.24M 0.53%
11,235
+519
53
$1.22M 0.52%
5,450
54
$1.18M 0.5%
11,324
+750
55
$1.17M 0.49%
+8,010
56
$1.14M 0.48%
+1,455
57
$1.11M 0.47%
12,801
+819
58
$1.1M 0.47%
6,036
+349
59
$1.08M 0.46%
9,560
60
$1.07M 0.45%
+14,010
61
$1M 0.42%
6,075
-150
62
$819K 0.35%
1,637
-23
63
$817K 0.35%
1,706
+87
64
$789K 0.33%
4,335
-325
65
$759K 0.32%
6,595
66
$734K 0.31%
8,050
67
$616K 0.26%
7,190
+412
68
$609K 0.26%
+13,948
69
$605K 0.26%
4,968
+246
70
$597K 0.25%
2,500
71
$567K 0.24%
2,655
+625
72
$554K 0.23%
14,137
73
$503K 0.21%
987
-114
74
$493K 0.21%
3,070
-10
75
$478K 0.2%
2,487
1 2
3
4