HVP

Hudson Value Partners Portfolio holdings

AUM $335M
1-Year Est. Return 27.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.18%
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
+$1.13M
2
+$1M
3
+$912K
4
CVX icon
Chevron
CVX
+$779K
5
BHP icon
BHP
BHP
+$628K

Top Sells

1
+$659K
2
+$611K
3
+$449K
4
EXC icon
Exelon
EXC
+$380K
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
1 2 3 4
5