MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $114M
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
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
+$11M
2
+$7.84M
3
+$5.74M
4
DOW icon
Dow Inc
DOW
+$5.7M
5
CRM icon
Salesforce
CRM
+$5.63M

Top Sells

1
+$12.1M
2
+$10M
3
+$8.18M
4
AMD icon
Advanced Micro Devices
AMD
+$6.88M
5
UBER icon
Uber
UBER
+$6.83M

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
VOD icon
26
Vodafone
VOD
$33.2B
$447K 0.39%
38,513
+2
QQQ icon
27
Invesco QQQ Trust
QQQ
$410B
$379K 0.33%
631
NRK icon
28
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$887M
$353K 0.31%
34,594
XBP icon
29
XBP Global Holdings
XBP
$94.8M
$318K 0.28%
39,429
AMD icon
30
Advanced Micro Devices
AMD
$423B
$312K 0.27%
1,930
-42,500
MSFT icon
31
Microsoft
MSFT
$3.46T
$306K 0.27%
590
+45
EIM
32
Eaton Vance Municipal Bond Fund
EIM
$498M
$294K 0.26%
29,600
AAPL icon
33
Apple
AAPL
$3.65T
$273K 0.24%
1,073
+432
IWM icon
34
iShares Russell 2000 ETF
IWM
$77.3B
$267K 0.23%
1,104
-100
PGX icon
35
Invesco Preferred ETF
PGX
$4.04B
$266K 0.23%
22,905
AJG icon
36
Arthur J. Gallagher & Co
AJG
$65B
$217K 0.19%
700
MDY icon
37
SPDR S&P MidCap 400 ETF Trust
MDY
$25.1B
$179K 0.16%
300
BN icon
38
Brookfield
BN
$106B
$164K 0.14%
3,585
VZ icon
39
Verizon
VZ
$167B
$147K 0.13%
3,343
+551
BA icon
40
Boeing
BA
$197B
$146K 0.13%
677
+25
NZF icon
41
Nuveen Municipal Credit Income Fund
NZF
$2.36B
$142K 0.12%
11,319
NVG icon
42
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.7B
$141K 0.12%
11,503
LOW icon
43
Lowe's Companies
LOW
$155B
$139K 0.12%
555
SPY icon
44
SPDR S&P 500 ETF Trust
SPY
$717B
$133K 0.12%
199
-66
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$3.96T
$122K 0.11%
500
-100
VALE icon
46
Vale
VALE
$69.1B
$119K 0.1%
11,000
+2,000
DIS icon
47
Walt Disney
DIS
$198B
$119K 0.1%
1,036
+101
AES icon
48
AES
AES
$10.1B
$105K 0.09%
8,000
META icon
49
Meta Platforms (Facebook)
META
$1.66T
$80.8K 0.07%
+110
NKE icon
50
Nike
NKE
$96.3B
$76.7K 0.07%
1,100
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