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
$335M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.66M
3
+$1.41M
4
NVDA icon
NVIDIA
NVDA
+$650K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$638K

Top Sells

1
+$3.36M
2
+$729K
3
+$598K
4
AAPL icon
Apple
AAPL
+$550K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$438K

Sector Composition

1 Technology 23.98%
2 Financials 15.68%
3 Communication Services 13.01%
4 Industrials 12.68%
5 Healthcare 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GTLS icon
51
Chart Industries
GTLS
$9.95B
$1.38M 0.41%
6,690
-50
VTWO icon
52
Vanguard Russell 2000 ETF
VTWO
$15.4B
$1.37M 0.41%
13,722
+276
ABT icon
53
Abbott
ABT
$161B
$1.36M 0.4%
10,789
KO icon
54
Coca-Cola
KO
$322B
$1.27M 0.38%
18,191
FDX icon
55
FedEx
FDX
$94.2B
$1.27M 0.38%
4,381
-100
DHR icon
56
Danaher
DHR
$138B
$1.22M 0.36%
5,288
+78
GDX icon
57
VanEck Gold Miners ETF
GDX
$28.9B
$1.21M 0.36%
14,108
+21
NVT icon
58
nVent Electric
NVT
$22.2B
$1.2M 0.36%
11,675
CM icon
59
Canadian Imperial Bank of Commerce
CM
$99.9B
$1.14M 0.34%
12,582
EWZ icon
60
iShares MSCI Brazil ETF
EWZ
$11.6B
$1.14M 0.34%
35,745
+242
HD icon
61
Home Depot
HD
$343B
$1.13M 0.34%
3,282
-23
KWEB icon
62
KraneShares CSI China Internet ETF
KWEB
$6.37B
$1.07M 0.32%
31,511
+10,951
ET icon
63
Energy Transfer Partners
ET
$65.2B
$1.07M 0.32%
64,775
XLI icon
64
State Street Industrial Select Sector SPDR ETF
XLI
$30.2B
$1.05M 0.31%
6,800
+73
NOW icon
65
ServiceNow
NOW
$104B
$1.04M 0.31%
6,775
DIS icon
66
Walt Disney
DIS
$185B
$1.02M 0.3%
8,894
+852
KKR icon
67
KKR & Co
KKR
$93.1B
$1.01M 0.3%
7,835
IAI icon
68
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.56B
$972K 0.29%
5,416
+67
QQQ icon
69
Invesco QQQ Trust
QQQ
$419B
$930K 0.28%
1,508
-117
ADP icon
70
Automatic Data Processing
ADP
$81.7B
$792K 0.24%
3,050
AVGO icon
71
Broadcom
AVGO
$1.9T
$787K 0.23%
2,250
XOM icon
72
Exxon Mobil
XOM
$617B
$777K 0.23%
6,425
RSP icon
73
Invesco S&P 500 Equal Weight ETF
RSP
$88.1B
$695K 0.21%
3,609
+3
PEP icon
74
PepsiCo
PEP
$212B
$694K 0.21%
4,820
BA icon
75
Boeing
BA
$172B
$615K 0.18%
2,820
1 2
3
4 5