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
$237M
AUM Growth
+$1.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.17M
3
+$1.14M
4
NVT icon
nVent Electric
NVT
+$1.07M
5
MSFT icon
Microsoft
MSFT
+$968K

Top Sells

1
+$2.51M
2
+$1.41M
3
+$1.41M
4
DE icon
Deere & Co
DE
+$843K
5
TSLA icon
Tesla
TSLA
+$691K

Sector Composition

1 Technology 24.03%
2 Financials 14.36%
3 Healthcare 12.16%
4 Industrials 11.67%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.8M 6.69%
38,881
-522
2
$14.2M 6.01%
67,469
+4,012
3
$12.1M 5.13%
27,128
+2,165
4
$10.2M 4.32%
56,099
-364
5
$7.95M 3.36%
57,439
+1,785
6
$6.36M 2.69%
7,478
-31
7
$6.35M 2.68%
31,882
+456
8
$5.96M 2.52%
32,480
-750
9
$5.78M 2.44%
23,128
+219
10
$5.74M 2.43%
36,679
+285
11
$5.72M 2.42%
39,164
-224
12
$5.48M 2.32%
44,261
-175
13
$5.42M 2.29%
20,641
-88
14
$5.16M 2.18%
370,969
-9,539
15
$4.62M 1.95%
14,799
+189
16
$4.62M 1.95%
14,961
+677
17
$4.53M 1.91%
2,872
-52
18
$4.51M 1.91%
91,309
+2,561
19
$4.29M 1.82%
54,537
+570
20
$4.28M 1.81%
34,675
-1,985
21
$4.19M 1.77%
44,422
-1,398
22
$4.15M 1.76%
106,853
+1,168
23
$3.57M 1.51%
50,894
+2,572
24
$3.55M 1.5%
29,950
+3,570
25
$3.41M 1.44%
12,765
-1,435
1
2 3 4