HIP

HUB Investment Partners Portfolio holdings

AUM $3.66B
1-Year Est. Return 21.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$5.02M
3
+$2.04M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.19M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$743K

Top Sells

1
+$1.95M
2
+$891K
3
+$843K
4
UNP icon
Union Pacific
UNP
+$594K
5
MSFT icon
Microsoft
MSFT
+$582K

Sector Composition

1 Technology 8.91%
2 Financials 3.61%
3 Healthcare 3.19%
4 Industrials 2.57%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
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