HEIP

Hudson Edge Investment Partners Portfolio holdings

AUM $675M
1-Year Est. Return 23.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$356M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$2.99M
3
+$2.18M
4
SPG icon
Simon Property Group
SPG
+$1.46M
5
COP icon
ConocoPhillips
COP
+$1.31M

Top Sells

1
+$4.77M
2
+$1.62M
3
+$1.42M
4
MCK icon
McKesson
MCK
+$1.41M
5
AAPL icon
Apple
AAPL
+$1.29M

Sector Composition

1 Financials 18.95%
2 Healthcare 15.41%
3 Industrials 10.82%
4 Energy 9.82%
5 Technology 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$593K 0.17%
4,478
-1,099
77
$592K 0.17%
+3,738
78
$592K 0.17%
7,698
+1,824
79
$575K 0.16%
9,990
80
$563K 0.16%
15,522
81
$561K 0.16%
11,591
82
$559K 0.16%
6,842
83
$553K 0.16%
10,290
-1,400
84
$544K 0.15%
18,527
+5,316
85
$539K 0.15%
2,613
+130
86
$534K 0.15%
6,662
+1,670
87
$534K 0.15%
12,031
88
$533K 0.15%
22,665
89
$532K 0.15%
12,733
90
$529K 0.15%
8,414
91
$523K 0.15%
7,184
92
$519K 0.15%
+58,832
93
$514K 0.14%
30,987
94
$512K 0.14%
4,691
95
$510K 0.14%
+3,501
96
$507K 0.14%
9,567
-40
97
$506K 0.14%
6,734
98
$502K 0.14%
+3,794
99
$500K 0.14%
7,116
100
$500K 0.14%
2,600
2 3
4
5 6