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
$1.03B
AUM Growth
-$823M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$7.87M
3
+$4.54M
4
CRUS icon
Cirrus Logic
CRUS
+$3.37M
5
PTEN icon
Patterson-UTI
PTEN
+$780K

Top Sells

1
+$32.6M
2
+$30.9M
3
+$29.3M
4
INTC icon
Intel
INTC
+$28.1M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$25.8M

Sector Composition

1 Financials 21.81%
2 Healthcare 13.12%
3 Technology 12.2%
4 Energy 11.98%
5 Industrials 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-866,541
152
– –
-441,187
153
– –
-271
3 4 5 6
7