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
$380M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$4.19M
3
+$2.15M
4
EOG icon
EOG Resources
EOG
+$2.01M
5
AGNC icon
AGNC Investment
AGNC
+$1.77M

Top Sells

1
+$2.14M
2
+$2.02M
3
+$1.99M
4
VZ icon
Verizon
VZ
+$1.69M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$1.27M

Sector Composition

1 Technology 9.77%
2 Financials 4.41%
3 Healthcare 3.28%
4 Consumer Discretionary 2.8%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$401K 0.1%
1,824
-755
127
$392K 0.09%
5,614
+56
128
$388K 0.09%
993
-197
129
$388K 0.09%
7,609
+1,084
130
$369K 0.09%
8,895
131
$364K 0.09%
7,303
-206
132
$360K 0.09%
18,930
-1,938
133
$358K 0.09%
2,400
134
$353K 0.08%
2,661
+1,071
135
$350K 0.08%
2,965
-807
136
$349K 0.08%
610
+19
137
$338K 0.08%
2,421
-92
138
$329K 0.08%
+18,543
139
$328K 0.08%
+30,489
140
$327K 0.08%
1,128
+315
141
$322K 0.08%
7,074
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142
$311K 0.07%
1,369
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143
$307K 0.07%
2,269
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144
$306K 0.07%
809
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145
$301K 0.07%
4,809
146
$300K 0.07%
17,358
-2,760
147
$299K 0.07%
2,059
+12
148
$298K 0.07%
6,448
-719
149
$293K 0.07%
3,209
150
$292K 0.07%
2,688
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4 5
6
7 8