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
$181M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.96M
3
+$1.58M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.15M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.07M

Top Sells

1
+$2.03M
2
+$1.85M
3
+$1.23M
4
GLW icon
Corning
GLW
+$1.19M
5
MMM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$636K 0.35%
65,317
77
$608K 0.34%
2,735
+438
78
$595K 0.33%
+3,945
79
$562K 0.31%
2,600
+20
80
$552K 0.3%
4,515
81
$529K 0.29%
10,870
+425
82
$526K 0.29%
+5,250
83
$512K 0.28%
3,014
84
$494K 0.27%
1,155
+330
85
$486K 0.27%
2,009
86
$469K 0.26%
395
-5
87
$452K 0.25%
18,724
88
$399K 0.22%
+7,415
89
$391K 0.22%
1,075
90
$380K 0.21%
8,128
+269
91
$378K 0.21%
1,425
92
$375K 0.21%
1,634
93
$373K 0.21%
23,900
+3,170
94
$370K 0.2%
11,605
95
$348K 0.19%
8,448
96
$343K 0.19%
745
97
$328K 0.18%
+1,381
98
$320K 0.18%
8,287
99
$306K 0.17%
4,844
+119
100
$301K 0.17%
796
1 2 3
4
5