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
376
$263K 0.01%
7,358
-1,015
377
$262K 0.01%
29,069
+4,805
378
$261K 0.01%
+3,407
379
$258K 0.01%
5,658
-1,808
380
$257K 0.01%
+872
381
$256K 0.01%
+8,009
382
$254K 0.01%
+3,679
383
$253K 0.01%
+23,419
384
$253K 0.01%
78,924
385
$252K 0.01%
+1,887
386
$248K 0.01%
9,761
+5
387
$246K 0.01%
+1,244
388
$246K 0.01%
17,750
389
$241K 0.01%
1,676
-532
390
$241K 0.01%
1,251
391
$240K 0.01%
8,424
-2,912
392
$240K 0.01%
8,226
-260
393
$236K 0.01%
+910
394
$233K 0.01%
+1,442
395
$231K 0.01%
872
-862
396
$230K 0.01%
+2,217
397
$227K 0.01%
+490
398
$226K 0.01%
+7,756
399
$225K 0.01%
6,082
+148
400
$225K 0.01%
14,301
+3,068
14 15
16
17 18