HEIP
Hudson Edge Investment Partners Portfolio holdings
AUM
$684M
1-Year Est. Return
15.98%
This Fund
S&P 500
1 Year Est. Return
+15.98%
AUM
$684M
AUM Growth
+$9.31M
(+1.4%)
Holding
103
Top Buys
| 1 | +$25.2M | |
| 2 | +$16.7M | |
| 3 | +$8M | |
| 4 |
PepsiCo
PEP
|
+$7.73M |
| 5 |
Adobe
ADBE
|
+$7.5M |
Top Sells
| 1 | +$6.24M | |
| 2 | +$4.87M | |
| 3 | +$3.64M | |
| 4 |
Lockheed Martin
LMT
|
+$2.3M |
| 5 |
Johnson & Johnson
JNJ
|
+$1.86M |
Sector Composition
| 1 | Technology | 27.35% |
| 2 | Financials | 17.16% |
| 3 | Industrials | 15.34% |
| 4 | Healthcare | 14.35% |
| 5 | Consumer Staples | 5.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Core S&P Small-Cap ETF
IJR
$104B
| $85.2K | 0.01% |
+685
|
|
||
102
Avista
AVA
$3.46B
| – | – |
-4,538
|
|
||
103
Hershey
HSY
$37.3B
| – | – |
-34,271
|
|