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
401
$225K 0.01%
+30,792
402
$221K 0.01%
+885
403
$221K 0.01%
+1,247
404
$220K 0.01%
+5,518
405
$219K 0.01%
5,525
-1,351
406
$215K 0.01%
+2,480
407
$215K 0.01%
+1,387
408
$215K 0.01%
+1,269
409
$215K 0.01%
330
-15
410
$214K 0.01%
+12,600
411
$212K 0.01%
+11,323
412
$211K 0.01%
+8,030
413
$210K 0.01%
+5,914
414
$210K 0.01%
+10,773
415
$209K 0.01%
+3,623
416
$208K 0.01%
1,231
-108
417
$208K 0.01%
3,866
+54
418
$207K 0.01%
+1,438
419
$206K 0.01%
763
-41
420
$206K 0.01%
+2,947
421
$204K 0.01%
+4,773
422
$204K 0.01%
30,000
423
$203K 0.01%
+3,457
424
$203K 0.01%
3,372
-9,113
425
$202K 0.01%
+322
15 16
17
18 19