HVP

Hudson Value Partners Portfolio holdings

AUM $319M
1-Year Est. Return 25.14%
This Quarter Est. Return
1 Year Est. Return
+25.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
-$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.83M
3
+$3.43M
4
MRK icon
Merck
MRK
+$3.35M
5
MDU icon
MDU Resources
MDU
+$2.21M

Top Sells

1
+$5.43M
2
+$3.63M
3
+$2.66M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.29M
5
UNH icon
UnitedHealth
UNH
+$732K

Sector Composition

1 Technology 23.53%
2 Financials 18.66%
3 Industrials 11.73%
4 Communication Services 9.36%
5 Healthcare 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$629K 0.24%
4,490
+621
77
$615K 0.23%
5,040
78
$559K 0.21%
5,980
+480
79
$551K 0.21%
12,280
+5,023
80
$514K 0.19%
3,070
+20
81
$481K 0.18%
2,820
82
$479K 0.18%
2,412
-200
83
$478K 0.18%
10,406
-1,142
84
$435K 0.16%
2,550
85
$397K 0.15%
206
86
$337K 0.13%
9,730
-3,260
87
$322K 0.12%
9,433
+2,800
88
$315K 0.12%
2,884
89
$295K 0.11%
+1,186
90
$295K 0.11%
+7,116
91
$280K 0.11%
+2,901
92
$273K 0.1%
3,800
-450
93
$262K 0.1%
431
-60
94
$235K 0.09%
1,932
-500
95
$212K 0.08%
+1,012
96
$211K 0.08%
12,208
97
$211K 0.08%
+24,169
98
$209K 0.08%
3,800
99
$207K 0.08%
+6,386
100
$201K 0.08%
+850
1 2 3
4
5