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
351
$304K 0.02%
6,235
-191
352
$301K 0.02%
2,947
+569
353
$301K 0.02%
3,201
+521
354
$297K 0.02%
2,165
+191
355
$296K 0.02%
2,475
+400
356
$289K 0.02%
+1,166
357
$286K 0.02%
+3,887
358
$285K 0.02%
+2,946
359
$285K 0.02%
15,818
360
$284K 0.02%
909
-840
361
$284K 0.02%
+3,422
362
$280K 0.02%
+4,821
363
$280K 0.02%
1,313
+40
364
$278K 0.02%
+1,113
365
$277K 0.02%
1,108
-276
366
$273K 0.01%
7,655
-1,158
367
$272K 0.01%
+4,760
368
$271K 0.01%
9,711
+189
369
$270K 0.01%
9,000
370
$269K 0.01%
+1,289
371
$268K 0.01%
2,127
372
$267K 0.01%
+5,317
373
$267K 0.01%
3,029
+210
374
$265K 0.01%
2,288
+21
375
$264K 0.01%
1,636
-3
13 14
15
16 17