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
$263M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.37M
3
+$3.36M
4
MPC icon
Marathon Petroleum
MPC
+$1.71M
5
BSX icon
Boston Scientific
BSX
+$1.12M

Top Sells

1
+$5.53M
2
+$5.53M
3
+$4.22M
4
ADM icon
Archer Daniels Midland
ADM
+$3.56M
5
AAPL icon
Apple
AAPL
+$3.51M

Sector Composition

1 Financials 19.33%
2 Healthcare 19.07%
3 Technology 11.14%
4 Industrials 10.47%
5 Consumer Staples 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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-7,355
128
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129
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-2,245
130
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-134,204
131
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-4,711
132
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-21,678
133
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-319,331
134
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-9,333
135
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-11,013
136
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-23,785
137
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-26,346
138
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-76,862
2 3 4 5
6