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
$426M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$5.01M
3
+$2.1M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.22M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$743K

Top Sells

1
+$1.96M
2
+$1M
3
+$862K
4
UNP icon
Union Pacific
UNP
+$632K
5
MSFT icon
Microsoft
MSFT
+$604K

Sector Composition

1 Technology 8.91%
2 Financials 3.61%
3 Healthcare 3.19%
4 Industrials 2.57%
5 Consumer Discretionary 2.57%
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