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
$163M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$993K
2 +$856K
3 +$812K
4
LNG icon
Cheniere Energy
LNG
+$676K
5
JNJ icon
Johnson & Johnson
JNJ
+$372K

Top Sells

1 +$1.5M
2 +$649K
3 +$511K
4
MSFT icon
Microsoft
MSFT
+$329K
5
EXC icon
Exelon
EXC
+$225K

Sector Composition

1 Technology 20.05%
2 Financials 17.23%
3 Healthcare 13.49%
4 Industrials 9.9%
5 Consumer Staples 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$225K 0.14%
1,509
102
$223K 0.14%
797
103
-19,195
104
-10,700
105
-11,300