HVP

Hudson Value Partners Portfolio holdings

AUM $335M
1-Year Est. Return 27.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$1.4M
3
+$1.24M
4
AMGN icon
Amgen
AMGN
+$1.14M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$797K

Top Sells

1
+$1.86M
2
+$1.8M
3
+$1.72M
4
RIO icon
Rio Tinto
RIO
+$1.25M
5
COST icon
Costco
COST
+$1.14M

Sector Composition

1 Technology 26.23%
2 Financials 17.13%
3 Industrials 13.16%
4 Communication Services 10.26%
5 Healthcare 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$689K 0.24%
6,395
77
$677K 0.23%
13,001
+2,595
78
$667K 0.23%
3,670
+2
79
$636K 0.22%
4,820
-650
80
$595K 0.21%
5,040
81
$591K 0.2%
2,820
82
$510K 0.18%
3,565
-928
83
$491K 0.17%
+3,711
84
$486K 0.17%
11,470
-490
85
$460K 0.16%
52,956
+28,787
86
$452K 0.16%
796
-741
87
$449K 0.16%
+6,434
88
$406K 0.14%
2,550
89
$398K 0.14%
+759
90
$370K 0.13%
206
91
$349K 0.12%
1,185
-1
92
$328K 0.11%
3,800
93
$320K 0.11%
2,814
-70
94
$301K 0.1%
431
95
$293K 0.1%
9,433
96
$242K 0.08%
7,870
-1,860
97
$240K 0.08%
3,800
98
$239K 0.08%
753
-1,722
99
$239K 0.08%
1,932
100
$223K 0.08%
+3,213
1 2 3
4
5