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
$257M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$1.25M
3 +$1.02M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$853K
5
META icon
Meta Platforms (Facebook)
META
+$780K

Top Sells

1 +$2.35M
2 +$1.92M
3 +$1.22M
4
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$609K
5
EL icon
Estee Lauder
EL
+$448K

Sector Composition

1 Technology 23.98%
2 Financials 15.25%
3 Industrials 12.25%
4 Healthcare 10.97%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,450
102
-226,658
103
-7,210