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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$7.12M
3
+$5.22M
4
ZBRA icon
Zebra Technologies
ZBRA
+$5.02M
5
QCOM icon
Qualcomm
QCOM
+$4.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.6%
2 Financials 14.97%
3 Healthcare 13.76%
4 Communication Services 11.11%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$486K 0.33%
+22,601
77
$432K 0.29%
+3,014
78
$408K 0.27%
+400
79
$381K 0.26%
+5,045
80
$378K 0.25%
+10,747
81
$368K 0.25%
+2,525
82
$367K 0.25%
+8,136
83
$366K 0.25%
+18,724
84
$362K 0.24%
+13,180
85
$352K 0.24%
+8,287
86
$349K 0.23%
+2,009
87
$336K 0.23%
+1,425
88
$327K 0.22%
+1,625
89
$325K 0.22%
+1,075
90
$322K 0.22%
+2,400
91
$308K 0.21%
+5,350
92
$308K 0.21%
+827
93
$303K 0.2%
+6,843
94
$293K 0.2%
+1,755
95
$289K 0.19%
+7,669
96
$266K 0.18%
+6,700
97
$264K 0.18%
+745
98
$264K 0.18%
+746
99
$260K 0.17%
+4,200
100
$257K 0.17%
+8,558
1 2 3
4
5