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
$182M
AUM Growth
+$619K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.17M
3
+$557K
4
APD icon
Air Products & Chemicals
APD
+$517K
5
RIO icon
Rio Tinto
RIO
+$278K

Top Sells

1
+$915K
2
+$586K
3
+$430K
4
ARRY icon
Array Technologies
ARRY
+$373K
5
BP icon
BP
BP
+$257K

Sector Composition

1 Technology 21.27%
2 Financials 14.38%
3 Healthcare 13.17%
4 Communication Services 9.77%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.95M 4.92%
32,781
+228
2
$7.24M 3.98%
51,143
-3,036
3
$6.53M 3.59%
63,771
+1,166
4
$6.51M 3.59%
48,740
-160
5
$6.07M 3.34%
21,525
-205
6
$5.82M 3.2%
11,298
-131
7
$4.3M 2.37%
33,363
+275
8
$4.26M 2.35%
31,980
-1,060
9
$4.24M 2.33%
126,996
+1,222
10
$3.97M 2.18%
24,243
-925
11
$3.88M 2.13%
23,996
+370
12
$3.78M 2.08%
16,970
+807
13
$3.54M 1.95%
21,580
+640
14
$3.54M 1.95%
68,450
+22,605
15
$3.39M 1.87%
7,552
-79
16
$3.33M 1.83%
76,437
+1,097
17
$3.27M 1.8%
14,840
-673
18
$2.98M 1.64%
81,669
+1,349
19
$2.96M 1.63%
129,875
+4,072
20
$2.95M 1.62%
37,370
+616
21
$2.83M 1.56%
11,041
+2,017
22
$2.61M 1.44%
7,945
-100
23
$2.6M 1.43%
15,399
-100
24
$2.57M 1.41%
11,558
+2,509
25
$2.51M 1.38%
70,481
+1,901
1
2 3 4 5