MHIP
Mountain Hill Investment Partners Portfolio holdings
AUM
$169M
1-Year Est. Return
10.91%
This Fund
S&P 500
1 Year Est. Return
+10.91%
AUM
$140M
AUM Growth
+$25.5M
(+22%)
Holding
233
Top Buys
| 1 | +$8.84M | |
| 2 | +$8.09M | |
| 3 | +$7.63M | |
| 4 |
SLB Ltd
SLB
|
+$3.65M |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$2.8M |
Top Sells
| 1 | +$5.42M | |
| 2 | +$1.79M | |
| 3 | +$1.45M | |
| 4 |
NVIDIA
NVDA
|
+$1.16M |
| 5 |
United Parcel Service
UPS
|
+$468K |
Sector Composition
| 1 | Technology | 21.7% |
| 2 | Consumer Discretionary | 10.59% |
| 3 | Energy | 7.14% |
| 4 | Industrials | 6.95% |
| 5 | Consumer Staples | 5.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Kyndryl
KD
$2.85B
| – | – |
-65
|
|
||
|
K
227
DELISTED
Kellanova
K
| – | – |
-100
|
|
||
228
Iovance Biotherapeutics
IOVA
$1.59B
| – | – |
-1,100
|
|
||
229
General Motors
GM
$70.7B
| – | – |
-211
|
|
||
230
EOG Resources
EOG
$69.7B
| – | – |
-330
|
|
||
231
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.44B
| – | – |
-212
|
|
||
232
Biogen
BIIB
$28.3B
| – | – |
-75
|
|
||
233
Arista Networks
ANET
$178B
| – | – |
-200
|
|