We are live on ! Find out more
MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $169M
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$8.51M
2
+$7.84M
3
+$7.59M
4
MSFT icon
Microsoft
MSFT
+$7.39M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.18M

Top Sells

1
+$8.85M
2
+$7.91M
3
+$6.39M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.06M
5
UPS icon
United Parcel Service
UPS
+$1.44M

Sector Composition

1 Technology 23.83%
2 Utilities 11.01%
3 Industrials 9.01%
4 Consumer Discretionary 8.18%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FBND icon
1
Fidelity Total Bond ETF
FBND
$26.1B
$14M 8.3%
307,549
-6,291
VST icon
2
Vistra
VST
$50.2B
$11.2M 6.63%
74,585
+30,145
NVDA icon
3
NVIDIA
NVDA
$5.09T
$11.1M 6.55%
63,460
+16,800
IVV icon
4
iShares Core S&P 500 ETF
IVV
$842B
$10M 5.93%
15,344
-479
P
5
Everpure Inc
P
$24.5B
$9.99M 5.91%
169,200
+63,400
PFF icon
6
iShares Preferred and Income Securities ETF
PFF
$13.6B
$9.21M 5.45%
303,633
+8,232
CRM icon
7
Salesforce
CRM
$148B
$8.88M 5.26%
47,578
+23,807
UPS icon
8
United Parcel Service
UPS
$92B
$8.07M 4.77%
82,006
-13,409
DIA icon
9
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.4B
$7.26M 4.3%
+15,676
CEG icon
10
Constellation Energy
CEG
$91.3B
$7.2M 4.26%
+25,785
AAL icon
11
American Airlines Group
AAL
$9.29B
$6.93M 4.1%
645,400
+642,400
AMCR icon
12
Amcor
AMCR
$17.8B
$6.92M 4.1%
174,144
+2,420
MSFT icon
13
Microsoft
MSFT
$3.05T
$6.76M 4%
18,257
+17,667
XLK icon
14
State Street Technology Select Sector SPDR ETF
XLK
$121B
$6.73M 3.98%
50,642
+29,978
AMZN icon
15
Amazon
AMZN
$2.68T
$6.43M 3.81%
30,892
+30
GIS icon
16
General Mills
GIS
$17.9B
$6.08M 3.6%
163,400
+2,800
XLE icon
17
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$5.92M 3.5%
96,623
+96,600
VOO icon
18
Vanguard S&P 500 ETF
VOO
$981B
$4.24M 2.51%
+7,100
XHB icon
19
State Street SPDR S&P Homebuilders ETF
XHB
$1.63B
$3.88M 2.3%
+39,300
CPB icon
20
Campbell Soup
CPB
$6.5B
$3.09M 1.83%
+138,900
AZ icon
21
A2Z Smart Technologies
AZ
$287M
$2.48M 1.47%
372,219
+126,100
VB icon
22
Vanguard Small-Cap ETF
VB
$78.9B
$2.07M 1.23%
7,918
+162
RYN icon
23
Rayonier
RYN
$6.33B
$2.06M 1.22%
100,000
+69,063
BGC icon
24
BGC Group
BGC
$5.16B
$950K 0.56%
97,174
-105,659
GS icon
25
Goldman Sachs
GS
$312B
$677K 0.4%
800
1
2 3 4 5