HIP
HUB Investment Partners Portfolio holdings
AUM
$2.86B
1-Year Return
18.51%
This Quarter Return
+10.06%
1 Year Return
+18.51%
3 Year Return
+65.44%
5 Year Return
–
10 Year Return
–
AUM
$217M
AUM Growth
–
Cap. Flow
+$217M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.3%
Holding
158
New
155
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$12.4M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$10.6M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$9.2M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
$8.79M |
| 5 |
Apple
AAPL
|
$7.71M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.04% |
| 2 | Healthcare | 3.99% |
| 3 | Consumer Staples | 3.78% |
| 4 | Financials | 3.54% |
| 5 | Communication Services | 3.26% |
