HVP

Hudson Value Partners Portfolio holdings

AUM $335M
1-Year Est. Return 32.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.25M
3
+$902K
4
FNF icon
Fidelity National Financial
FNF
+$806K
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$771K

Top Sells

1
+$1.54M
2
+$1.35M
3
+$1.19M
4
HD icon
Home Depot
HD
+$877K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$860K

Sector Composition

1 Technology 26.18%
2 Financials 15.92%
3 Industrials 12.99%
4 Communication Services 11.28%
5 Healthcare 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$249K 0.08%
700
102
$239K 0.07%
+500
103
$229K 0.07%
1,120
104
$224K 0.07%
+350
105
$214K 0.07%
2,600
106
$201K 0.06%
+1,980
107
– –
-7,870
108
– –
-6,650
109
– –
-3,213
110
– –
-5,595
111
– –
-3,082
112
– –
-52,956
113
– –
-4,786
114
– –
-6,434
115
– –
0
1 2 3 4
5