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
426
$201K 0.01%
+1,630
427
$201K 0.01%
+1,059
428
$193K 0.01%
+1,635
429
$172K 0.01%
15,000
430
$167K 0.01%
+10,000
431
$158K 0.01%
+19,275
432
$147K 0.01%
+19,921
433
$133K 0.01%
12,410
+117
434
$132K 0.01%
+10,740
435
$128K 0.01%
+13,561
436
$122K 0.01%
10,418
-1,945
437
$118K 0.01%
+17,859
438
$110K 0.01%
+282
439
$100K 0.01%
17,512
+6,048
440
$95.4K 0.01%
17,276
441
$93.7K 0.01%
+13,777
442
$90.9K 0.01%
15,000
443
$80.3K ﹤0.01%
16,827
+530
444
$78.7K ﹤0.01%
12,513
+1,100
445
$49.1K ﹤0.01%
18,963
+8,513
446
$44.1K ﹤0.01%
1,546
+358
447
$42.9K ﹤0.01%
10,000
-4,354
448
$26.9K ﹤0.01%
1,200
449
$24.2K ﹤0.01%
3,000
450
$20.9K ﹤0.01%
10,000
15 16 17
18
19