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
$1.81B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$18.7M
3
+$16M
4
AAPL icon
Apple
AAPL
+$11.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.2M

Top Sells

1
+$3.65M
2
+$3.3M
3
+$2.87M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.36M
5
WFC icon
Wells Fargo
WFC
+$2M

Sector Composition

1 Technology 20.69%
2 Financials 9.89%
3 Consumer Discretionary 7.86%
4 Healthcare 7.37%
5 Energy 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$479K 0.03%
6,545
+51
277
$477K 0.03%
2,738
+953
278
$477K 0.03%
14,133
279
$474K 0.03%
1,113
-50
280
$467K 0.03%
10,500
281
$467K 0.03%
7,683
+2,448
282
$465K 0.03%
17,562
283
$459K 0.03%
8,481
+3,494
284
$450K 0.02%
4,156
+106
285
$443K 0.02%
10,358
+2,720
286
$443K 0.02%
25,151
+104
287
$441K 0.02%
+16,308
288
$439K 0.02%
1,863
-212
289
$438K 0.02%
6,800
290
$437K 0.02%
1,714
+17
291
$435K 0.02%
2,640
-1,022
292
$433K 0.02%
5,130
+1,126
293
$430K 0.02%
22,018
-4,260
294
$430K 0.02%
4,989
+41
295
$429K 0.02%
19,119
-5,985
296
$424K 0.02%
4,027
+1,045
297
$423K 0.02%
1,228
+324
298
$421K 0.02%
+784
299
$421K 0.02%
4,591
-36,073
300
$420K 0.02%
+26,025
10 11
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