HIP

HUB Investment Partners Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.07B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$20.3M
3
+$19.7M
4
NVDA icon
NVIDIA
NVDA
+$12.5M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$9.36M

Top Sells

1
+$5.51M
2
+$4.41M
3
+$2.24M
4
MSTR icon
Strategy Inc
MSTR
+$1.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.04M

Sector Composition

1 Technology 22.11%
2 Financials 8.57%
3 Consumer Discretionary 7.02%
4 Healthcare 6.7%
5 Energy 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$586K 0.02%
11,558
+53
252
$586K 0.02%
4,846
-526
253
$583K 0.02%
10,208
+6,786
254
$581K 0.02%
2,988
+250
255
$579K 0.02%
3,509
+9
256
$572K 0.02%
32,044
+4,530
257
$571K 0.02%
5,882
-438
258
$563K 0.02%
3,000
259
$563K 0.02%
7,808
-200
260
$541K 0.02%
6,657
261
$536K 0.02%
1,059
-1
262
$530K 0.02%
7,995
-768
263
$530K 0.02%
518
-45
264
$529K 0.02%
12,744
+1,145
265
$519K 0.02%
2,843
+8
266
$518K 0.02%
+11,078
267
$518K 0.02%
5,333
-2,313
268
$513K 0.02%
2,164
-40
269
$508K 0.02%
870
+86
270
$504K 0.02%
1,735
+362
271
$503K 0.02%
1,603
+694
272
$501K 0.02%
5,419
+289
273
$498K 0.02%
25,812
274
$495K 0.02%
7,075
+275
275
$494K 0.02%
7,202
+657
9 10
11
12 13