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
401
$233K 0.01%
2,480
402
$230K 0.01%
1,576
-100
403
$229K 0.01%
5,516
-2
404
$229K 0.01%
+2,150
405
$229K 0.01%
11,659
+336
406
$227K 0.01%
2,218
+1
407
$222K 0.01%
+6,820
408
$222K 0.01%
+870
409
$220K 0.01%
3,843
-1,554
410
$218K 0.01%
10,773
411
$218K 0.01%
2,894
-307
412
$217K 0.01%
330
413
$214K 0.01%
1,562
-603
414
$212K 0.01%
5,850
-3,452
415
$211K 0.01%
+6,900
416
$211K 0.01%
3,457
417
$211K 0.01%
+6,155
418
$210K 0.01%
+3,430
419
$208K 0.01%
12,606
+6
420
$207K 0.01%
+2,694
421
$204K 0.01%
3,823
-43
422
$204K 0.01%
3,376
+4
423
$204K 0.01%
2,333
-696
424
$203K 0.01%
30,000
425
$203K 0.01%
763
15 16
17
18 19