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
326
$347K 0.02%
+16,567
327
$346K 0.02%
60,000
328
$345K 0.02%
+1,185
329
$341K 0.02%
+11,960
330
$340K 0.02%
9,302
+12
331
$338K 0.02%
1,838
-167
332
$336K 0.02%
25,281
+10,155
333
$335K 0.02%
5,788
+808
334
$333K 0.02%
21,072
+8,397
335
$331K 0.02%
2,224
+439
336
$330K 0.02%
30,000
337
$329K 0.02%
4,917
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338
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+11,807
339
$326K 0.02%
3,630
+200
340
$322K 0.02%
555
+13
341
$322K 0.02%
5,057
+408
342
$321K 0.02%
2,447
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343
$317K 0.02%
+3,140
344
$317K 0.02%
6,612
+1,081
345
$315K 0.02%
+3,054
346
$311K 0.02%
3,066
-309
347
$311K 0.02%
1,957
-74
348
$309K 0.02%
5,397
+402
349
$305K 0.02%
3,224
+632
350
$305K 0.02%
8,497
+572
12 13
14
15 16