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
-$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$988K
2 +$889K
3 +$807K
4
MKSI icon
MKS Inc
MKSI
+$805K
5
BHP icon
BHP
BHP
+$593K

Top Sells

1 +$630K
2 +$611K
3 +$409K
4
EXC icon
Exelon
EXC
+$322K
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$291K

Sector Composition

1 Technology 22.53%
2 Financials 16.95%
3 Healthcare 12.36%
4 Industrials 8.51%
5 Consumer Staples 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$106K 0.07%
11,300
-43,620
102
-7,220
103
-12,471
104
-6,460
105
-11,405