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
$269M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$4.93M
2 +$3.43M
3 +$3.22M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.57M
5
MSFT icon
Microsoft
MSFT
+$1.64M

Sector Composition

1 Technology 24.97%
2 Financials 15.65%
3 Industrials 12%
4 Communication Services 9.11%
5 Healthcare 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-13,200
102
-1,309
103
-8,010
104
-472