HIP
HUB Investment Partners Portfolio holdings
AUM
$2.86B
1-Year Return
18.51%
This Quarter Return
-2.85%
1 Year Return
+18.51%
3 Year Return
+65.44%
5 Year Return
–
10 Year Return
–
AUM
$644M
AUM Growth
+$56.8M
(+9.7%)
Cap. Flow
+$75M
Cap. Flow
% of AUM
11.65%
Top 10 Holdings %
Top 10 Hldgs %
39.95%
Holding
272
New
28
Increased
134
Reduced
65
Closed
20
Top Buys
| 1 |
Apple
AAPL
|
$9.09M |
| 2 |
Microsoft
MSFT
|
$9.05M |
| 3 |
NVIDIA
NVDA
|
$6.22M |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$5.99M |
| 5 |
D.R. Horton
DHI
|
$4.6M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$4.71M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$2.34M |
| 3 |
ProShares Short S&P500
SH
|
$2.15M |
| 4 |
ProShares Short QQQ
PSQ
|
$2.13M |
| 5 |
Textron
TXT
|
$595K |
Sector Composition
| 1 | Technology | 14.91% |
| 2 | Consumer Discretionary | 7.84% |
| 3 | Healthcare | 4.9% |
| 4 | Energy | 4.85% |
| 5 | Financials | 3.89% |
