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
$474M
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$40.9M
2
+$12.2M
3
+$9.58M
4
ACEL icon
Accel Entertainment
ACEL
+$7.04M
5
MSFT icon
Microsoft
MSFT
+$6.37M

Top Sells

1
+$5.03M
2
+$2.86M
3
+$2.38M
4
LFST icon
Lifestance Health
LFST
+$1.44M
5
DKNG icon
DraftKings
DKNG
+$613K

Sector Composition

1 Technology 11.94%
2 Consumer Discretionary 5.35%
3 Healthcare 4.51%
4 Energy 4.39%
5 Financials 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.51M 0.93%
+11,010
27
$4.24M 0.88%
91,912
+2,250
28
$4.05M 0.84%
26,156
+6,993
29
$4.01M 0.83%
24,588
+1,619
30
$3.84M 0.79%
76,277
-3,145
31
$3.75M 0.78%
11,695
-1,093
32
$3.72M 0.77%
+75,675
33
$3.61M 0.75%
+33,894
34
$3.59M 0.74%
55,990
+3,150
35
$3.56M 0.74%
19,941
+4,212
36
$3.26M 0.67%
323,131
+91,243
37
$3.22M 0.67%
28,121
+1,395
38
$3.2M 0.66%
94,081
+6,534
39
$3.1M 0.64%
+111,660
40
$3.01M 0.62%
23,099
+1,901
41
$2.99M 0.62%
48,277
+2,919
42
$2.93M 0.61%
+38,026
43
$2.91M 0.6%
131,483
-5,001
44
$2.76M 0.57%
+31,457
45
$2.75M 0.57%
+22,010
46
$2.7M 0.56%
14,104
+1,160
47
$2.69M 0.56%
+53,183
48
$2.68M 0.55%
+24,892
49
$2.68M 0.55%
+44,004
50
$2.65M 0.55%
+28,744
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