HEIP

Hudson Edge Investment Partners Portfolio holdings

AUM $618M
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$725M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$4.53M
3
+$4.36M
4
LUMN icon
Lumen
LUMN
+$2.77M
5
BHF icon
Brighthouse Financial
BHF
+$1.83M

Top Sells

1
+$5.78M
2
+$5.11M
3
+$5.09M
4
KSS icon
Kohl's
KSS
+$4.94M
5
INTC icon
Intel
INTC
+$4.29M

Sector Composition

1 Financials 25.03%
2 Healthcare 16.94%
3 Energy 13.06%
4 Technology 10.64%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$522K 0.07%
6,496
+8
102
$498K 0.07%
6,359
+113
103
$496K 0.07%
2,593
+46
104
$494K 0.07%
12,409
+224
105
$493K 0.07%
27,005
+489
106
$491K 0.07%
15,355
+35
107
$488K 0.07%
+10,442
108
$487K 0.07%
10,945
+198
109
$474K 0.07%
30,196
+545
110
$473K 0.07%
16,695
+15
111
$473K 0.07%
13,368
+241
112
$468K 0.06%
23,883
+401
113
$462K 0.06%
5,057
-1,550
114
$457K 0.06%
5,900
+106
115
$452K 0.06%
8,421
+152
116
$449K 0.06%
46,238
+832
117
$445K 0.06%
9,845
+176
118
$430K 0.06%
15,680
+660
119
$427K 0.06%
19,805
+627
120
$420K 0.06%
13,216
-264
121
$414K 0.06%
8,684
-184
122
$408K 0.06%
+6,511
123
$403K 0.06%
6,712
+121
124
$401K 0.06%
19,314
+349
125
$401K 0.06%
10,046
-55
3 4
5
6 7