HIP
HUB Investment Partners Portfolio holdings
AUM
$2.86B
This Quarter Return
+5.38%
1 Year Return
+18.51%
3 Year Return
+65.44%
5 Year Return
–
10 Year Return
–
AUM
$336M
AUM Growth
+$336M
(+55%)
Cap. Flow
+$96.1M
Cap. Flow
% of AUM
28.61%
Top 10 Holdings %
Top 10 Hldgs %
32.37%
Holding
243
New
80
Increased
85
Reduced
42
Closed
26
Top Buys
| 1 |
iShares MSCI USA Value Factor ETF
VLUE
|
$19.4M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$9.04M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$4.66M |
| 4 |
Apple
AAPL
|
$4.06M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$3.87M |
Top Sells
Sector Composition
| 1 | Technology | 9.24% |
| 2 | Financials | 5.23% |
| 3 | Healthcare | 4.34% |
| 4 | Consumer Discretionary | 4.04% |
| 5 | Industrials | 3.64% |
