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HEIP

Hudson Edge Investment Partners Portfolio holdings

AUM $684M
1-Year Est. Return 15.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.86B
AUM Growth
-$522M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$21.8M
3
+$18.3M
4
MU icon
Micron Technology
MU
+$6.92M
5
ALL icon
Allstate
ALL
+$6.35M

Top Sells

1
+$41.3M
2
+$35.8M
3
+$34.2M
4
LLY icon
Eli Lilly
LLY
+$31.7M
5
BRCM
BROADCOM CORP CL-A
BRCM
+$18.9M

Sector Composition

1 Financials 22.74%
2 Energy 13.51%
3 Healthcare 12.47%
4 Technology 11.46%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$273K 0.01%
15,920
-5,600
127
$255K 0.01%
2,600
128
$247K 0.01%
5,000
129
$233K 0.01%
2,874
-10
130
$222K 0.01%
2,485
-886
131
$207K 0.01%
2,512
-836
132
– –
-5,340
133
– –
-352,711
134
– –
-8,595
135
– –
-2,220,083
136
– –
-1,050
137
– –
-3,621
138
– –
-380,234
139
– –
-356,198
140
– –
-972
141
– –
-2,342
142
– –
-9,733
143
– –
-5,879
144
– –
-7,812
145
– –
-2,973
146
– –
-6,458
147
– –
-5,678
2 3 4 5
6