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
$587M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$20.4M
3
+$15.6M
4
AAPL icon
Apple
AAPL
+$7.04M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.58M

Top Sells

1
+$38.4M
2
+$13.9M
3
+$6.08M
4
SARK icon
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
+$1.08M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$874K

Sector Composition

1 Technology 12.9%
2 Consumer Discretionary 6.47%
3 Energy 4.43%
4 Healthcare 4.41%
5 Consumer Staples 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$404K 0.07%
3,567
-339
152
$403K 0.07%
3,015
-92
153
$400K 0.07%
5,186
+464
154
$399K 0.07%
5,912
+45
155
$396K 0.07%
+7,651
156
$394K 0.07%
1,790
+11
157
$394K 0.07%
4,681
+108
158
$388K 0.06%
+15,346
159
$387K 0.06%
+3,021
160
$383K 0.06%
1,863
-224
161
$379K 0.06%
+7,417
162
$376K 0.06%
13,120
+1,045
163
$375K 0.06%
+6,383
164
$372K 0.06%
+2,832
165
$370K 0.06%
+16,072
166
$358K 0.06%
4,414
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167
$355K 0.06%
3,780
-409,571
168
$353K 0.06%
11,773
-10
169
$345K 0.06%
9,411
-1,723
170
$345K 0.06%
+3,483
171
$342K 0.06%
5,495
-55
172
$342K 0.06%
8,405
-1,606
173
$340K 0.06%
+6,850
174
$332K 0.06%
2,007
-9
175
$323K 0.05%
4,598
+85
5 6
7
8 9