HIP

HUB Investment Partners Portfolio holdings

AUM $2.86B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
-$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$3.13M
3
+$2.34M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.21M
5
ABBV icon
AbbVie
ABBV
+$2.11M

Top Sells

1
+$11.8M
2
+$6.17M
3
+$2.65M
4
TXN icon
Texas Instruments
TXN
+$2.23M
5
ETN icon
Eaton
ETN
+$2.1M

Sector Composition

1 Technology 8.01%
2 Energy 5.06%
3 Healthcare 4.71%
4 Financials 4.02%
5 Consumer Staples 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
8