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
426
$203K 0.01%
+5,700
427
$202K 0.01%
+1,571
428
$202K 0.01%
7,775
-255
429
$201K 0.01%
+3,868
430
$201K 0.01%
+4,566
431
$194K 0.01%
17,346
-513
432
$184K 0.01%
27,792
-3,000
433
$178K 0.01%
16,612
+3,051
434
$176K 0.01%
15,000
435
$175K 0.01%
12,336
-8,736
436
$169K 0.01%
+12,900
437
$164K 0.01%
10,000
438
$164K 0.01%
+15,004
439
$159K 0.01%
19,275
440
$141K 0.01%
17,582
+3,805
441
$139K 0.01%
20,821
+900
442
$139K 0.01%
+12,075
443
$137K 0.01%
21,478
-7,591
444
$133K 0.01%
12,436
+26
445
$118K ﹤0.01%
+13,253
446
$117K ﹤0.01%
10,470
+52
447
$96.9K ﹤0.01%
+12,790
448
$95.3K ﹤0.01%
15,000
449
$79.1K ﹤0.01%
15,203
-2,073
450
$69.8K ﹤0.01%
25,586
+6,623
16 17
18
19 20