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
$176M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.23M
3
+$656K
4
CE icon
Celanese
CE
+$543K
5
AMGN icon
Amgen
AMGN
+$397K

Top Sells

1
+$947K
2
+$633K
3
+$478K
4
DOW icon
Dow Inc
DOW
+$408K
5
LHX icon
L3Harris
LHX
+$319K

Sector Composition

1 Technology 23.57%
2 Financials 16.58%
3 Industrials 11.05%
4 Healthcare 10.84%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$473K 0.27%
370
77
$466K 0.27%
3,480
+450
78
$434K 0.25%
1,154
+57
79
$406K 0.23%
4,050
80
$403K 0.23%
3,014
81
$397K 0.23%
+1,641
82
$393K 0.22%
2,474
-15
83
$341K 0.19%
722
84
$335K 0.19%
6,070
-4,350
85
$328K 0.19%
+2,392
86
$328K 0.19%
2,810
+200
87
$310K 0.18%
225
88
$306K 0.17%
10,460
-925
89
$302K 0.17%
1,425
90
$300K 0.17%
1,422
91
$296K 0.17%
4,447
+3
92
$289K 0.16%
7,420
93
$287K 0.16%
12,250
-585
94
$277K 0.16%
1,797
+22
95
$268K 0.15%
15,125
96
$266K 0.15%
6,279
+55
97
$252K 0.14%
1,524
+15
98
$249K 0.14%
7,387
99
$247K 0.14%
+769
100
$244K 0.14%
2,525
1 2 3
4
5