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
$166M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.08M
3
+$924K
4
DOCU icon
DocuSign
DOCU
+$795K
5
ARRY icon
Array Technologies
ARRY
+$618K

Top Sells

1
+$1.74M
2
+$851K
3
+$715K
4
ZBRA icon
Zebra Technologies
ZBRA
+$546K
5
T icon
AT&T
T
+$486K

Sector Composition

1 Technology 22.21%
2 Financials 14.75%
3 Healthcare 13.21%
4 Communication Services 10.71%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.41M 5.08%
32,895
+67
2
$6.64M 4.01%
54,447
+1,199
3
$5.79M 3.49%
11,947
-1,128
4
$5.37M 3.24%
65,885
-4,943
5
$5.08M 3.07%
21,577
+119
6
$5M 3.02%
48,440
+1,220
7
$4.76M 2.88%
109,509
+255
8
$4.25M 2.57%
32,103
+341
9
$3.86M 2.33%
23,481
+278
10
$3.82M 2.31%
25,123
-770
11
$3.42M 2.07%
33,100
-400
12
$3.36M 2.03%
125,180
-325
13
$3.32M 2%
21,460
14
$3.27M 1.98%
15,449
+685
15
$3.06M 1.85%
100,628
+456
16
$3.06M 1.85%
15,078
+2,938
17
$2.92M 1.76%
74,644
+962
18
$2.86M 1.73%
15,501
19
$2.85M 1.72%
26,059
+409
20
$2.73M 1.65%
36,626
+10
21
$2.7M 1.63%
7,651
-125
22
$2.5M 1.51%
+8,880
23
$2.46M 1.48%
8,045
+580
24
$2.25M 1.36%
11,003
+109
25
$2.16M 1.31%
47,805
+23,841
1
2 3 4 5