HVP

Hudson Value Partners Portfolio holdings

AUM $319M
1-Year Est. Return 25.14%
This Quarter Est. Return
1 Year Est. Return
+25.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
-$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.83M
3
+$3.43M
4
MRK icon
Merck
MRK
+$3.35M
5
MDU icon
MDU Resources
MDU
+$2.21M

Top Sells

1
+$5.43M
2
+$3.63M
3
+$2.66M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.29M
5
UNH icon
UnitedHealth
UNH
+$732K

Sector Composition

1 Technology 23.53%
2 Financials 18.66%
3 Industrials 11.73%
4 Communication Services 9.36%
5 Healthcare 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,857
102
– –
-12,386
103
– –
-4,169
104
– –
-2,889
105
– –
-1,446
1 2 3 4
5