HVP
Hudson Value Partners Portfolio holdings
AUM
$290M
This Quarter Return
+9.01%
1 Year Return
+20.11%
3 Year Return
+88.92%
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
+$166M
(+11%)
Cap. Flow
+$4.36M
Cap. Flow
% of AUM
2.63%
Top 10 Holdings %
Top 10 Hldgs %
31.99%
Holding
120
New
9
Increased
43
Reduced
33
Closed
10
Top Buys
| 1 |
Air Products & Chemicals
APD
|
$2.5M |
| 2 |
Walmart
WMT
|
$1.08M |
| 3 |
Invesco Building & Construction ETF
PKB
|
$924K |
| 4 |
DocuSign
DOCU
|
$795K |
| 5 |
Array Technologies
ARRY
|
$618K |
Top Sells
| 1 |
Ryman Hospitality Properties
RHP
|
$1.74M |
| 2 |
Sanofi
SNY
|
$851K |
| 3 |
AUD
Audacy, Inc.
AUD
|
$715K |
| 4 |
Zebra Technologies
ZBRA
|
$546K |
| 5 |
AT&T
T
|
$486K |
Sector Composition
| 1 | Technology | 22.21% |
| 2 | Financials | 14.75% |
| 3 | Healthcare | 13.21% |
| 4 | Communication Services | 10.71% |
| 5 | Consumer Discretionary | 7.23% |
