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
$182M
AUM Growth
+$619K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.17M
3
+$557K
4
APD icon
Air Products & Chemicals
APD
+$517K
5
RIO icon
Rio Tinto
RIO
+$278K

Top Sells

1
+$915K
2
+$586K
3
+$430K
4
ARRY icon
Array Technologies
ARRY
+$373K
5
BP icon
BP
BP
+$257K

Sector Composition

1 Technology 21.27%
2 Financials 14.38%
3 Healthcare 13.17%
4 Communication Services 9.77%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$280K 0.15%
7,481
102
$279K 0.15%
9,457
103
$275K 0.15%
796
104
$275K 0.15%
3,500
-48
105
$256K 0.14%
715
106
$248K 0.14%
1,465
+40
107
$242K 0.13%
1,575
+175
108
$241K 0.13%
9,860
+1,875
109
$241K 0.13%
225
110
$231K 0.13%
3,800
+100
111
$211K 0.12%
1,640
+85
112
– –
-23,900
113
– –
-3,027
114
– –
-4,312
115
– –
-9,743
116
– –
-6,527
117
– –
-3,521
1 2 3 4
5