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
$166M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.08M
3
+$924K
4
DOCU icon
DocuSign
DOCU
+$795K
5
ARRY icon
Array Technologies
ARRY
+$618K

Top Sells

1
+$1.74M
2
+$851K
3
+$715K
4
ZBRA icon
Zebra Technologies
ZBRA
+$546K
5
T icon
AT&T
T
+$486K

Sector Composition

1 Technology 22.21%
2 Financials 14.75%
3 Healthcare 13.21%
4 Communication Services 10.71%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$585K 0.35%
4,515
-1,560
77
$544K 0.33%
+2,297
78
$462K 0.28%
10,445
+2,309
79
$456K 0.28%
400
80
$453K 0.27%
3,014
81
$443K 0.27%
2,580
-45
82
$412K 0.25%
18,724
83
$407K 0.25%
2,525
84
$398K 0.24%
2,009
85
$383K 0.23%
1,425
86
$362K 0.22%
4,788
-257
87
$360K 0.22%
11,605
-1,575
88
$353K 0.21%
8,287
89
$348K 0.21%
1,075
90
$329K 0.2%
7,859
+1,016
91
$328K 0.2%
8,448
-110
92
$327K 0.2%
825
-2
93
$305K 0.18%
1,634
-121
94
$294K 0.18%
796
+50
95
$278K 0.17%
745
96
$268K 0.16%
+3,548
97
$264K 0.16%
7,481
+713
98
$264K 0.16%
+4,725
99
$251K 0.15%
225
100
$245K 0.15%
+7,050
1 2 3
4
5