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
$215M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.57M
3
+$1.08M
4
DHR icon
Danaher
DHR
+$1.07M
5
DXCM icon
DexCom
DXCM
+$976K

Top Sells

1
+$2.22M
2
+$1.4M
3
+$1.06M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$605K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$429K

Sector Composition

1 Technology 21.54%
2 Financials 15.68%
3 Healthcare 13.95%
4 Industrials 11.94%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-12,000
102
– –
-1,775
103
– –
-1,307
104
– –
-9,340
1 2 3 4
5