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
176
$321K 0.05%
+1,569
177
$321K 0.05%
9,083
-321
178
$320K 0.05%
2,811
+530
179
$318K 0.05%
16,964
-1,248
180
$318K 0.05%
+1,871
181
$316K 0.05%
3,966
+491
182
$313K 0.05%
+5,980
183
$312K 0.05%
4,886
-434
184
$312K 0.05%
4,044
+1,294
185
$306K 0.05%
+1,242
186
$296K 0.05%
15,435
187
$294K 0.05%
8,272
+1,412
188
$289K 0.05%
1,831
-39
189
$286K 0.05%
5,383
-2,248
190
$286K 0.05%
32,041
-4,023
191
$286K 0.05%
+8,022
192
$278K 0.05%
4,166
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193
$278K 0.05%
+3,321
194
$274K 0.05%
+35,600
195
$270K 0.04%
+5,000
196
$270K 0.04%
6,426
-594
197
$268K 0.04%
+4,316
198
$267K 0.04%
+2,730
199
$266K 0.04%
+4,452
200
$266K 0.04%
10,093
+682
6 7
8
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