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
51
$2.62M 0.54%
8,480
+1,270
52
$2.62M 0.54%
+34,331
53
$2.59M 0.54%
+26,670
54
$2.54M 0.53%
+42,334
55
$2.53M 0.52%
5,359
+4,337
56
$2.51M 0.52%
+54,899
57
$2.51M 0.52%
+12,299
58
$2.36M 0.49%
+4,986
59
$2.35M 0.49%
+11,309
60
$2.34M 0.48%
22,584
+7,419
61
$2.3M 0.48%
48,806
+1,009
62
$2.23M 0.46%
+44,364
63
$2.18M 0.45%
31,436
+4,384
64
$2.12M 0.44%
+40,434
65
$2.03M 0.42%
104,608
-31,642
66
$1.78M 0.37%
+4,738
67
$1.58M 0.33%
+139,000
68
$1.53M 0.32%
+8,400
69
$1.33M 0.28%
59,211
+33,363
70
$1.29M 0.27%
4,378
-610
71
$1.29M 0.27%
57,253
+31,663
72
$1.27M 0.26%
+8,247
73
$1.23M 0.25%
125,010
-6,303
74
$1.16M 0.24%
3,365
+386
75
$1.11M 0.23%
+16,670
1 2
3
4 5