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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
$670M
AUM Growth
-$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.3M
3
+$10.1M
4
CMCSA icon
Comcast
CMCSA
+$3.49M
5
COHR icon
Coherent
COHR
+$530K

Top Sells

1
+$14.7M
2
+$14.3M
3
+$11.1M
4
LUMN icon
Lumen
LUMN
+$9.18M
5
WHR icon
Whirlpool
WHR
+$9.09M

Sector Composition

1 Financials 21.29%
2 Healthcare 14.74%
3 Energy 13.54%
4 Technology 13.03%
5 Industrials 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-74,980
177
– –
-99,403
178
– –
-140,955
179
– –
-103,155
180
– –
-17,567
181
– –
-9,850
182
– –
-137,405
183
– –
-21,625
184
– –
-30,590
185
– –
-150,535
186
– –
-100,215
187
– –
-224,377
188
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-209,915
189
– –
-212,190
4 5 6 7
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