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
$235M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$3.49M
2 +$3.14M
3 +$1.34M
4
MCD icon
McDonald's
MCD
+$1.17M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$805K

Top Sells

1 +$3.58M
2 +$3.32M
3 +$3.04M
4
CME icon
CME Group
CME
+$2.38M
5
LHX icon
L3Harris
LHX
+$1.58M

Sector Composition

1 Technology 21.89%
2 Financials 15.08%
3 Industrials 13.87%
4 Healthcare 12.58%
5 Communication Services 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,225
102
-3,315
103
-797