HVP

Hudson Value Partners Portfolio holdings

AUM $335M
1-Year Est. Return 32.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.25M
3
+$902K
4
FNF icon
Fidelity National Financial
FNF
+$806K
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$771K

Top Sells

1
+$1.54M
2
+$1.35M
3
+$1.19M
4
HD icon
Home Depot
HD
+$877K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$860K

Sector Composition

1 Technology 26.18%
2 Financials 15.92%
3 Industrials 12.99%
4 Communication Services 11.28%
5 Healthcare 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$684K 0.21%
3,606
-64
77
$677K 0.21%
4,820
78
$609K 0.19%
2,820
79
$572K 0.18%
4,625
-415
80
$554K 0.17%
3,565
81
$521K 0.16%
11,670
+200
82
$521K 0.16%
37,720
-5,234
83
$487K 0.15%
796
84
$451K 0.14%
3,711
85
$438K 0.14%
+13,207
86
$427K 0.13%
759
87
$402K 0.13%
5,980
-2,000
88
$392K 0.12%
2,550
89
$368K 0.12%
7,931
+3,181
90
$344K 0.11%
206
91
$332K 0.1%
1,175
-10
92
$330K 0.1%
3,800
93
$301K 0.09%
397
-34
94
$300K 0.09%
2,651
+750
95
$296K 0.09%
2,814
96
$295K 0.09%
9,433
97
$274K 0.09%
1,896
-36
98
$269K 0.08%
955
-60
99
$257K 0.08%
3,800
100
$255K 0.08%
850
1 2 3
4
5