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
351
$306K 0.01%
3,730
+590
352
$305K 0.01%
13,440
-11,234
353
$305K 0.01%
7,676
+1,762
354
$304K 0.01%
60,000
355
$300K 0.01%
+3,183
356
$299K 0.01%
11,754
-17,087
357
$296K 0.01%
8,310
+952
358
$294K 0.01%
1,932
+494
359
$292K 0.01%
6,235
360
$290K 0.01%
17,854
-1,631
361
$283K 0.01%
1,131
+246
362
$282K 0.01%
+3,045
363
$282K 0.01%
+13,152
364
$277K 0.01%
1,232
-81
365
$273K 0.01%
+11,468
366
$271K 0.01%
5,979
+321
367
$270K 0.01%
7,711
+56
368
$270K 0.01%
2,883
-341
369
$269K 0.01%
2,047
+412
370
$268K 0.01%
+500
371
$267K 0.01%
+1,555
372
$265K 0.01%
+4,937
373
$265K 0.01%
9,000
374
$262K 0.01%
+2,384
375
$262K 0.01%
2,267
-21
13 14
15
16 17