HVP
Hudson Value Partners Portfolio holdings
AUM
$290M
This Quarter Return
+0.16%
1 Year Return
+20.11%
3 Year Return
+88.92%
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
+$182M
(+0.34%)
Cap. Flow
+$1.85M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
31.86%
Holding
117
New
1
Increased
51
Reduced
34
Closed
6
Top Buys
| 1 |
Ball Corp
BALL
|
$1.34M |
| 2 |
Builders FirstSource
BLDR
|
$1.17M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$557K |
| 4 |
Air Products & Chemicals
APD
|
$517K |
| 5 |
Rio Tinto
RIO
|
$278K |
Top Sells
| 1 |
IBM
IBM
|
$915K |
| 2 |
Starbucks
SBUX
|
$586K |
| 3 |
Apple
AAPL
|
$430K |
| 4 |
Array Technologies
ARRY
|
$373K |
| 5 |
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% |
