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
$257M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.25M
3
+$1.02M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$853K
5
META icon
Meta Platforms (Facebook)
META
+$780K

Top Sells

1
+$2.35M
2
+$1.92M
3
+$1.22M
4
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$609K
5
EL icon
Estee Lauder
EL
+$448K

Sector Composition

1 Technology 23.98%
2 Financials 15.25%
3 Industrials 12.25%
4 Healthcare 10.97%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.47%
1,372
-15
52
$1.21M 0.47%
1,355
-100
53
$1.19M 0.46%
10,865
-955
54
$1.17M 0.46%
4,725
-450
55
$1.09M 0.42%
6,420
+345
56
$1.05M 0.41%
8,010
57
$1.02M 0.4%
+63,775
58
$983K 0.38%
2,015
+309
59
$926K 0.36%
13,175
-835
60
$864K 0.34%
1,637
61
$853K 0.33%
+21,419
62
$844K 0.33%
3,050
+550
63
$780K 0.3%
+1,363
64
$728K 0.28%
5,375
+407
65
$703K 0.27%
5,995
-600
66
$697K 0.27%
14,390
-39,671
67
$687K 0.27%
7,604
+414
68
$641K 0.25%
3,577
+1,100
69
$638K 0.25%
9,520
-40
70
$625K 0.24%
1,069
+82
71
$615K 0.24%
7,000
-1,050
72
$607K 0.24%
3,995
-340
73
$605K 0.24%
5,250
+2,725
74
$591K 0.23%
14,137
75
$568K 0.22%
1,075
1 2
3
4 5