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
$474M
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$40.9M
2
+$12.2M
3
+$9.58M
4
ACEL icon
Accel Entertainment
ACEL
+$7.04M
5
MSFT icon
Microsoft
MSFT
+$6.37M

Top Sells

1
+$5.03M
2
+$2.86M
3
+$2.38M
4
LFST icon
Lifestance Health
LFST
+$1.44M
5
DKNG icon
DraftKings
DKNG
+$613K

Sector Composition

1 Technology 11.94%
2 Consumer Discretionary 5.35%
3 Healthcare 4.51%
4 Energy 4.39%
5 Financials 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$255K 0.05%
13,986
+271
177
$249K 0.05%
+78,209
178
$248K 0.05%
+4,489
179
$244K 0.05%
+9,411
180
$243K 0.05%
+3,199
181
$240K 0.05%
+1,199
182
$238K 0.05%
+9,765
183
$236K 0.05%
+2,567
184
$234K 0.05%
+3,168
185
$230K 0.05%
20,000
186
$229K 0.05%
+34,766
187
$229K 0.05%
1,944
188
$228K 0.05%
5,066
189
$228K 0.05%
1,019
-187
190
$227K 0.05%
+4,874
191
$224K 0.05%
+2,281
192
$223K 0.05%
+4,075
193
$223K 0.05%
9,667
-263
194
$221K 0.05%
2,318
-159
195
$221K 0.05%
+6,891
196
$221K 0.05%
981
197
$218K 0.05%
+2,847
198
$216K 0.04%
+5,304
199
$211K 0.04%
+5,061
200
$211K 0.04%
+1,508
6 7
8
9 10