HVP
Hudson Value Partners Portfolio holdings
AUM
$290M
This Quarter Return
+6.88%
1 Year Return
+20.11%
3 Year Return
+88.92%
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+9.3%)
Cap. Flow
+$6.45M
Cap. Flow
% of AUM
3.56%
Top 10 Holdings %
Top 10 Hldgs %
31.7%
Holding
123
New
13
Increased
52
Reduced
22
Closed
7
Top Buys
| 1 |
FirstEnergy
FE
|
$2.29M |
| 2 |
Builders FirstSource
BLDR
|
$1.96M |
| 3 |
Advanced Micro Devices
AMD
|
$1.58M |
| 4 |
ARK Genomic Revolution ETF
ARKG
|
$1.15M |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$1.07M |
Top Sells
| 1 |
PPL Corp
PPL
|
$2.03M |
| 2 |
AUD
Audacy, Inc.
AUD
|
$1.85M |
| 3 |
WRK
WestRock Company
WRK
|
$1.23M |
| 4 |
Corning
GLW
|
$1.19M |
| 5 |
3M
MMM
|
$407K |
Sector Composition
| 1 | Technology | 22.58% |
| 2 | Financials | 14.57% |
| 3 | Healthcare | 12.87% |
| 4 | Communication Services | 9.63% |
| 5 | Industrials | 7.38% |
