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
$237M
AUM Growth
+$1.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.17M
3
+$1.14M
4
NVT icon
nVent Electric
NVT
+$1.07M
5
MSFT icon
Microsoft
MSFT
+$968K

Top Sells

1
+$2.51M
2
+$1.41M
3
+$1.41M
4
DE icon
Deere & Co
DE
+$843K
5
TSLA icon
Tesla
TSLA
+$691K

Sector Composition

1 Technology 24.03%
2 Financials 14.36%
3 Healthcare 12.16%
4 Industrials 11.67%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$469K 0.2%
1,075
77
$448K 0.19%
4,215
-705
78
$446K 0.19%
15,373
+2,349
79
$407K 0.17%
2,477
-20
80
$374K 0.16%
206
81
$363K 0.15%
2,884
82
$340K 0.14%
7,210
-1,600
83
$298K 0.13%
1,864
84
$285K 0.12%
10,201
85
$279K 0.12%
14,725
86
$264K 0.11%
1,120
87
$253K 0.11%
2,525
88
$250K 0.11%
1,516
+60
89
$235K 0.1%
5,835
-200
90
$225K 0.1%
+3,800
91
$217K 0.09%
430
92
– –
-16,978
93
– –
-11,233
94
– –
-850
95
– –
-2,250
96
– –
-39,056
97
– –
-1,309
98
– –
-3,930
99
– –
-822
100
– –
-5,160
1 2 3
4