HVP
Hudson Value Partners Portfolio holdings
AUM
$335M
1-Year Est. Return
32.48%
This Fund
S&P 500
1 Year Est. Return
+32.48%
AUM
$335M
AUM Growth
-$262K
(-0.08%)
Holding
113
Top Buys
| 1 | +$2.36M | |
| 2 | +$1.9M | |
| 3 | +$1.62M | |
| 4 |
Microsoft
MSFT
|
+$1.56M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$1.47M |
Top Sells
| 1 | +$1.89M | |
| 2 | +$1.38M | |
| 3 | +$1.38M | |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
+$1.37M |
| 5 |
ASML
ASML
|
+$1.28M |
Sector Composition
| 1 | Technology | 24.55% |
| 2 | Financials | 14.56% |
| 3 | Industrials | 12.61% |
| 4 | Communication Services | 11.86% |
| 5 | Healthcare | 10.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Bitwise Bitcoin ETF
BITB
$2.75B
| – | – |
-12,754
|
|
||
102
Citigroup
C
$216B
| – | – |
-1,980
|
|
||
103
Chart Industries
GTLS
$9.94B
| – | – |
-6,690
|
|
||
104
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.45B
| – | – |
-5,416
|
|
||
105
Idexx Laboratories
IDXX
$44.1B
| – | – |
-300
|
|
||
106
MetLife
MET
$53B
| – | – |
-2,600
|
|
||
107
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.6B
| – | – |
-420
|
|
||
108
Duke Energy
DUK
$95B
| – | – |
-4,625
|
|
||
109
SPDR Gold Trust
GLD
$148B
| – | – |
-700
|
|
||
110
Procter & Gamble
PG
$326B
| – | – |
-2,634
|
|
||
111
PPG Industries
PPG
$24.6B
| – | – |
-2,282
|
|
||
|
112
Vanguard Russell 2000 ETF
VTWO
$16.5B
| – | – |
-13,722
|
|