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
301
$430K 0.02%
4,159
+3
302
$428K 0.02%
1,863
303
$421K 0.02%
5,628
+1,741
304
$421K 0.02%
18,723
-14,725
305
$415K 0.02%
96,300
-31,961
306
$413K 0.02%
16,380
-576
307
$411K 0.02%
2,710
+70
308
$401K 0.02%
+11,600
309
$400K 0.02%
2,290
+654
310
$395K 0.02%
17,084
-266
311
$386K 0.01%
23,814
+9,513
312
$384K 0.01%
694
+139
313
$381K 0.01%
14,268
+71
314
$375K 0.01%
38,667
315
$369K 0.01%
1,282
-124
316
$368K 0.01%
29,363
+4,082
317
$364K 0.01%
974
+104
318
$363K 0.01%
12,272
+465
319
$362K 0.01%
6,705
-200
320
$359K 0.01%
1,668
-269
321
$358K 0.01%
155,836
-5,458
322
$358K 0.01%
4,139
+112
323
$351K 0.01%
3,187
+121
324
$351K 0.01%
+5,600
325
$349K 0.01%
12,298
+338
11 12
13
14 15