MHC

May Hill Capital Portfolio holdings

AUM $765M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$2.67M
3
+$2.64M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.49M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.42M

Top Sells

1
+$2.51M
2
+$2.08M
3
+$1.91M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$1.19M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.01M

Sector Composition

1 Technology 13.35%
2 Healthcare 3.96%
3 Financials 3.91%
4 Consumer Discretionary 3.45%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDB icon
76
HDFC Bank
HDB
$127B
$683K 0.2%
19,993
+1,893
UL icon
77
Unilever
UL
$121B
$676K 0.2%
10,136
+914
XOM icon
78
Exxon Mobil
XOM
$687B
$673K 0.2%
5,971
+68
HD icon
79
Home Depot
HD
$319B
$656K 0.19%
1,618
+132
SONY icon
80
Sony
SONY
$123B
$650K 0.19%
22,582
+1,242
GM icon
81
General Motors
GM
$65B
$636K 0.19%
10,429
+30
BKNG icon
82
Booking.com
BKNG
$129B
$621K 0.18%
115
+2
JNJ icon
83
Johnson & Johnson
JNJ
$595B
$619K 0.18%
3,336
+814
LOW icon
84
Lowe's Companies
LOW
$128B
$618K 0.18%
2,460
+836
PLTR icon
85
Palantir
PLTR
$342B
$612K 0.18%
3,357
-542
HUBS icon
86
HubSpot
HUBS
$12.7B
$606K 0.18%
1,296
-25
BAC icon
87
Bank of America
BAC
$346B
$590K 0.17%
11,443
+3,146
GE icon
88
GE Aerospace
GE
$294B
$582K 0.17%
1,935
+100
PM icon
89
Philip Morris
PM
$245B
$582K 0.17%
3,587
+82
PDD icon
90
Pinduoduo
PDD
$142B
$576K 0.17%
4,357
+1,909
C icon
91
Citigroup
C
$198B
$573K 0.17%
5,649
+52
IWV icon
92
iShares Russell 3000 ETF
IWV
$17B
$542K 0.16%
1,431
+1
MS icon
93
Morgan Stanley
MS
$258B
$539K 0.16%
3,391
+1,259
VGT icon
94
Vanguard Information Technology ETF
VGT
$105B
$537K 0.16%
720
-772
BTI icon
95
British American Tobacco
BTI
$126B
$537K 0.16%
10,114
+530
ESGV icon
96
Vanguard ESG US Stock ETF
ESGV
$10.9B
$536K 0.16%
4,527
-1,473
MSI icon
97
Motorola Solutions
MSI
$71.5B
$529K 0.15%
1,156
+47
ALX
98
Alexander's
ALX
$1.17B
$528K 0.15%
2,250
-2,688
NULG icon
99
Nuveen ESG Large-Cap Growth ETF
NULG
$2.3B
$521K 0.15%
5,236
-1,090
CSCO icon
100
Cisco
CSCO
$305B
$509K 0.15%
7,444
+324
2 3
4
5 6