MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $140M
1-Year Est. Return 15.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$8.5M
3 +$6.29M
4
DOW icon
Dow Inc
DOW
+$6.19M
5
CRM icon
Salesforce
CRM
+$6M

Top Sells

1 +$10.7M
2 +$8.19M
3 +$6.86M
4
UBER icon
Uber
UBER
+$6.83M
5
WDC icon
Western Digital
WDC
+$6.82M

Sector Composition

1 Technology 19.98%
2 Consumer Discretionary 11.45%
3 Industrials 9.13%
4 Materials 5.16%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
URNM icon
226
Sprott Uranium Miners ETF
URNM
$2.01B
-10
WBD icon
227
Warner Bros
WBD
$67.9B
-24
SNDK
228
Sandisk
SNDK
$84.5B
-27,314
ALLY icon
229
Ally Financial
ALLY
$11.7B
-10
CIBR icon
230
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.1B
-231
OGN icon
231
Organon & Co
OGN
$1.48B
-54
PSTG icon
232
Everpure, Inc.
PSTG
$18.8B
-97,090
RIVN icon
233
Rivian
RIVN
$18B
-1,000
UBER icon
234
Uber
UBER
$142B
-73,200