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
$182M
AUM Growth
+$619K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.17M
3
+$557K
4
APD icon
Air Products & Chemicals
APD
+$517K
5
RIO icon
Rio Tinto
RIO
+$278K

Top Sells

1
+$915K
2
+$586K
3
+$430K
4
ARRY icon
Array Technologies
ARRY
+$373K
5
BP icon
BP
BP
+$257K

Sector Composition

1 Technology 21.27%
2 Financials 14.38%
3 Healthcare 13.17%
4 Communication Services 9.77%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$632K 0.35%
4,963
-1
77
$570K 0.31%
2,175
-425
78
$559K 0.31%
3,270
+535
79
$530K 0.29%
1,345
+661
80
$525K 0.29%
5,250
81
$525K 0.29%
5,925
+75
82
$519K 0.29%
62,220
-3,097
83
$518K 0.29%
11,125
+255
84
$472K 0.26%
395
85
$460K 0.25%
2,009
86
$431K 0.24%
3,014
87
$405K 0.22%
18,724
88
$401K 0.22%
8,232
+104
89
$398K 0.22%
4,515
90
$387K 0.21%
1,075
91
$386K 0.21%
7,415
92
$378K 0.21%
1,634
93
$341K 0.19%
1,425
94
$328K 0.18%
10,805
-800
95
$327K 0.18%
1,381
96
$320K 0.18%
7,537
-911
97
$306K 0.17%
8,287
98
$299K 0.16%
7,735
+680
99
$294K 0.16%
745
100
$285K 0.16%
4,844
1 2 3
4
5