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
$380M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$1.5M
3
+$1.4M
4
LEA icon
Lear
LEA
+$1.33M
5
MCK icon
McKesson
MCK
+$1.25M

Top Sells

1
+$5.2M
2
+$2.78M
3
+$2.55M
4
DIS icon
Walt Disney
DIS
+$2.03M
5
CVS icon
CVS Health
CVS
+$1.93M

Sector Composition

1 Financials 19.98%
2 Healthcare 15.93%
3 Industrials 10.46%
4 Energy 9.52%
5 Technology 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$723K 0.19%
8,656
+1,814
77
$714K 0.19%
4,858
+380
78
$704K 0.19%
14,634
+3,043
79
$704K 0.19%
19,650
+4,128
80
$699K 0.18%
14,929
+3,135
81
$698K 0.18%
9,383
+4,032
82
$688K 0.18%
20,443
+9,189
83
$685K 0.18%
3,352
-2,700
84
$680K 0.18%
16,197
+9,715
85
$678K 0.18%
9,054
+3,417
86
$660K 0.17%
3,448
+722
87
$659K 0.17%
9,333
+1,635
88
$659K 0.17%
10,257
+2,137
89
$658K 0.17%
+9,364
90
$654K 0.17%
23,396
+4,869
91
$649K 0.17%
23,785
-190,390
92
$647K 0.17%
8,963
+1,847
93
$646K 0.17%
14,228
+2,197
94
$644K 0.17%
15,197
+2,464
95
$634K 0.17%
14,274
+2,955
96
$630K 0.17%
13,074
+2,750
97
$629K 0.17%
8,408
+1,746
98
$626K 0.16%
2,450
-163
99
$623K 0.16%
7,648
+1,608
100
$621K 0.16%
38,235
+7,248
2 3
4
5 6