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
$319M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.25M
3
+$902K
4
FNF icon
Fidelity National Financial
FNF
+$806K
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$771K

Top Sells

1
+$1.54M
2
+$1.35M
3
+$1.19M
4
HD icon
Home Depot
HD
+$877K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$860K

Sector Composition

1 Technology 26.18%
2 Financials 15.92%
3 Industrials 12.99%
4 Communication Services 11.28%
5 Healthcare 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.42%
6,740
52
$1.34M 0.42%
3,305
-2,230
53
$1.32M 0.41%
+13,446
54
$1.25M 0.39%
6,775
55
$1.21M 0.38%
18,191
56
$1.15M 0.36%
4,425
57
$1.15M 0.36%
11,675
58
$1.11M 0.35%
64,775
59
$1.1M 0.35%
35,503
+5,975
60
$1.08M 0.34%
2,426
+1,673
61
$1.08M 0.34%
14,087
+1,086
62
$1.06M 0.33%
4,481
63
$1.04M 0.33%
6,727
+1,003
64
$1.03M 0.32%
5,210
+1,575
65
$1.02M 0.32%
7,835
66
$1.01M 0.32%
12,582
67
$976K 0.31%
1,625
-51
68
$946K 0.3%
5,349
+903
69
$921K 0.29%
8,042
70
$895K 0.28%
3,050
71
$864K 0.27%
+20,560
72
$820K 0.26%
13,186
+1,293
73
$742K 0.23%
2,250
-800
74
$724K 0.23%
6,425
+30
75
$723K 0.23%
2,412
-12
1 2
3
4 5