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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
VCIT icon
226
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.9B
– –
-100
WDC icon
227
Western Digital
WDC
$178B
– –
-171
WMB icon
228
Williams Companies
WMB
$87.2B
– –
-100
FLUT icon
229
Flutter Entertainment
FLUT
$19.2B
– –
-3
AMAT icon
230
Applied Materials
AMAT
$391B
– –
-225
BIL icon
231
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
– –
-100
BMY icon
232
Bristol-Myers Squibb
BMY
$115B
– –
-200
BTO
233
John Hancock Financial Opportunities Fund
BTO
$748M
– –
-300
BTT icon
234
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
– –
-800
BUD icon
235
AB InBev
BUD
$156B
– –
-50
CIVI
236
DELISTED
Civitas Resources
CIVI
– –
-64
CLX icon
237
Clorox
CLX
$11.9B
– –
-1,200
DD icon
238
DuPont de Nemours
DD
$18.9B
– –
-100
HQH
239
abrdn Healthcare Investors
HQH
$1.08B
– –
-500
IAU icon
240
iShares Gold Trust
IAU
$66.1B
– –
-400
IBM icon
241
IBM
IBM
$260B
– –
-100
JPM icon
242
JPMorgan Chase
JPM
$836B
– –
-100
LNC icon
243
Lincoln National
LNC
$6.73B
– –
-40
LYB icon
244
LyondellBasell Industries
LYB
$20.3B
– –
-100
MDT icon
245
Medtronic
MDT
$105B
– –
-35
META icon
246
Meta Platforms (Facebook)
META
$1.49T
– –
-110
PRU icon
247
Prudential Financial
PRU
$35.9B
– –
-25
VMC icon
248
Vulcan Materials
VMC
$36B
– –
-20
Q
249
Qnity Electronics Inc
Q
$30B
– –
-50
APD icon
250
Air Products & Chemicals
APD
$62.7B
– –
-50
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