HVP

Hudson Value Partners Portfolio holdings

AUM $319M
1-Year Est. Return 25.14%
This Quarter Est. Return
1 Year Est. Return
+25.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
-$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.83M
3
+$3.43M
4
MRK icon
Merck
MRK
+$3.35M
5
MDU icon
MDU Resources
MDU
+$2.21M

Top Sells

1
+$5.43M
2
+$3.63M
3
+$2.66M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.29M
5
UNH icon
UnitedHealth
UNH
+$732K

Sector Composition

1 Technology 23.53%
2 Financials 18.66%
3 Industrials 11.73%
4 Communication Services 9.36%
5 Healthcare 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.45%
10,865
52
$1.17M 0.44%
12,140
+4,054
53
$1.15M 0.43%
11,215
54
$1.14M 0.43%
2,385
-140
55
$1.09M 0.41%
4,481
56
$1.08M 0.41%
1,355
-38
57
$1.05M 0.4%
4,425
-100
58
$1.02M 0.38%
4,977
-17,718
59
$973K 0.37%
6,740
60
$932K 0.35%
3,050
61
$917K 0.34%
9,290
-825
62
$906K 0.34%
+7,835
63
$820K 0.31%
5,470
-725
64
$790K 0.3%
6,030
+319
65
$790K 0.3%
1,537
66
$772K 0.29%
1,647
-261
67
$761K 0.29%
6,395
68
$752K 0.28%
4,493
-32,455
69
$729K 0.27%
42,954
70
$708K 0.27%
+12,582
71
$691K 0.26%
13,175
72
$673K 0.25%
3,184
+216
73
$650K 0.24%
9,520
74
$642K 0.24%
2,475
+1,892
75
$635K 0.24%
3,668
+81
1 2
3
4 5