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
$176M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$1.23M
3 +$656K
4
CE icon
Celanese
CE
+$543K
5
AMGN icon
Amgen
AMGN
+$397K

Top Sells

1 +$947K
2 +$633K
3 +$478K
4
DOW icon
Dow Inc
DOW
+$408K
5
LHX icon
L3Harris
LHX
+$319K

Sector Composition

1 Technology 23.57%
2 Financials 16.58%
3 Industrials 11.05%
4 Healthcare 10.84%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$221K 0.13%
1,485
102
$211K 0.12%
+4,015
103
$208K 0.12%
797
104
$207K 0.12%
1,864
105
$203K 0.12%
+1,310
106
-8,102
107
-11,715
108
-7,425