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
$1.81B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$32.7M
2
+$18.7M
3
+$16M
4
AAPL icon
Apple
AAPL
+$11.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.2M

Top Sells

1
+$3.65M
2
+$3.3M
3
+$2.87M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.36M
5
WFC icon
Wells Fargo
WFC
+$2M

Sector Composition

1 Technology 20.69%
2 Financials 9.89%
3 Consumer Discretionary 7.86%
4 Healthcare 7.37%
5 Energy 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.74M 0.1%
20,570
+6,269
152
$1.72M 0.09%
34,443
+6,539
153
$1.65M 0.09%
16,967
+4,839
154
$1.57M 0.09%
3,941
+23
155
$1.53M 0.08%
16,790
+3,644
156
$1.53M 0.08%
5,323
+2,488
157
$1.52M 0.08%
30,918
+2,101
158
$1.41M 0.08%
33,664
+14,844
159
$1.4M 0.08%
60,829
-3,624
160
$1.38M 0.08%
9,308
+1,662
161
$1.38M 0.08%
10,962
+2,756
162
$1.36M 0.07%
52,887
+41,927
163
$1.32M 0.07%
28,125
164
$1.28M 0.07%
57,519
+6,625
165
$1.24M 0.07%
8,837
+3,433
166
$1.23M 0.07%
17,524
+4,424
167
$1.23M 0.07%
44,766
-1,637
168
$1.21M 0.07%
37,804
+11,435
169
$1.17M 0.06%
8,888
+7,336
170
$1.16M 0.06%
14,703
171
$1.09M 0.06%
15,091
+2,665
172
$1.08M 0.06%
32,700
+3,750
173
$1.06M 0.06%
21,148
+6,511
174
$1.02M 0.06%
104,464
-30,045
175
$1.02M 0.06%
5,673
+1,442
5 6
7
8 9