HVP

Hudson Value Partners Portfolio holdings

AUM $335M
1-Year Est. Return 32.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$1.4M
3
+$1.24M
4
AMGN icon
Amgen
AMGN
+$1.14M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$797K

Top Sells

1
+$1.86M
2
+$1.8M
3
+$1.72M
4
RIO icon
Rio Tinto
RIO
+$1.25M
5
COST icon
Costco
COST
+$1.14M

Sector Composition

1 Technology 26.23%
2 Financials 17.13%
3 Industrials 13.16%
4 Communication Services 10.26%
5 Healthcare 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.48%
6,775
52
$1.31M 0.45%
2,380
-5
53
$1.29M 0.44%
18,191
-275
54
$1.21M 0.42%
4,425
55
$1.19M 0.41%
4,786
-268
56
$1.17M 0.41%
64,775
57
$1.11M 0.38%
6,740
58
$1.04M 0.36%
7,835
59
$1.02M 0.35%
4,481
60
$997K 0.34%
8,042
-1,248
61
$941K 0.32%
3,050
62
$925K 0.32%
1,676
+29
63
$891K 0.31%
12,582
64
$860K 0.3%
3,082
-102
65
$855K 0.3%
11,675
-1,500
66
$852K 0.29%
+29,528
67
$844K 0.29%
5,724
-306
68
$841K 0.29%
3,050
-20
69
$761K 0.26%
2,424
+12
70
$752K 0.26%
4,446
-44
71
$718K 0.25%
3,635
-1,342
72
$697K 0.24%
11,893
-387
73
$697K 0.24%
7,980
-1,540
74
$695K 0.24%
42,954
75
$690K 0.24%
+5,595
1 2
3
4 5