HVP
Hudson Value Partners Portfolio holdings
AUM
$290M
This Quarter Return
+2.21%
1 Year Return
+20.11%
3 Year Return
+88.92%
5 Year Return
–
10 Year Return
–
AUM
$237M
AUM Growth
+$237M
(+0.48%)
Cap. Flow
+$4.22M
Cap. Flow
% of AUM
1.78%
Top 10 Holdings %
Top 10 Hldgs %
38.26%
Holding
100
New
6
Increased
32
Reduced
35
Closed
9
Top Buys
| 1 |
NVIDIA
NVDA
|
$3.83M |
| 2 |
PARA
Paramount Global Class B
PARA
|
$2.35M |
| 3 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$1.17M |
| 4 |
ServiceNow
NOW
|
$1.14M |
| 5 |
nVent Electric
NVT
|
$1.07M |
Top Sells
| 1 |
SS&C Technologies
SSNC
|
$2.51M |
| 2 |
Cheniere Energy
LNG
|
$1.41M |
| 3 |
Workday
WDAY
|
$1.41M |
| 4 |
Deere & Co
DE
|
$843K |
| 5 |
Tesla
TSLA
|
$691K |
Sector Composition
| 1 | Technology | 24.03% |
| 2 | Financials | 14.36% |
| 3 | Industrials | 13.85% |
| 4 | Healthcare | 12.16% |
| 5 | Communication Services | 9.45% |
