HVP

Hudson Value Partners Portfolio holdings

AUM $290M
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$7.12M
3
+$5.22M
4
ZBRA icon
Zebra Technologies
ZBRA
+$5.02M
5
QCOM icon
Qualcomm
QCOM
+$4.76M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.6%
2 Financials 14.97%
3 Healthcare 13.76%
4 Communication Services 11.11%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$247K 0.17%
+790
102
$245K 0.16%
+5,517
103
$241K 0.16%
+1,699
104
$238K 0.16%
+2,804
105
$231K 0.15%
+9,457
106
$226K 0.15%
+5,449
107
$225K 0.15%
+225
108
$224K 0.15%
+6,768
109
$217K 0.15%
+10,325
110
$200K 0.13%
+3,490
111
$178K 0.12%
+166
1 2 3 4
5