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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
ABBV icon
26
AbbVie
ABBV
$398B
$577K 0.34%
2,655
-125
AMD icon
27
Advanced Micro Devices
AMD
$783B
$418K 0.25%
2,055
+250
QQQ icon
28
Invesco QQQ Trust
QQQ
$472B
$364K 0.22%
631
ORCL icon
29
Oracle
ORCL
$604B
$347K 0.21%
2,360
+1,240
DIS icon
30
Walt Disney
DIS
$172B
$322K 0.19%
3,346
+810
PGX icon
31
Invesco Preferred ETF
PGX
$3.8B
$249K 0.15%
22,905
IWM icon
32
iShares Russell 2000 ETF
IWM
$78.9B
$249K 0.15%
1,004
-50
VTRS icon
33
Viatris
VTRS
$18.7B
$193K 0.11%
14,263
MDY icon
34
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$185K 0.11%
300
NRK icon
35
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$920M
$169K 0.1%
16,594
VOD icon
36
Vodafone
VOD
$34.1B
$152K 0.09%
10,145
-28,368
AJG icon
37
Arthur J. Gallagher & Co
AJG
$55.7B
$152K 0.09%
700
BN icon
38
Brookfield
BN
$101B
$145K 0.09%
3,585
NZF icon
39
Nuveen Municipal Credit Income Fund
NZF
$2.44B
$138K 0.08%
11,319
LOW icon
40
Lowe's Companies
LOW
$120B
$131K 0.08%
555
BA icon
41
Boeing
BA
$171B
$130K 0.08%
652
-25
AAPL icon
42
Apple
AAPL
$4.3T
$129K 0.08%
508
-565
EIM
43
Eaton Vance Municipal Bond Fund
EIM
$499M
$127K 0.08%
13,000
SPY icon
44
State Street SPDR S&P 500 ETF Trust
SPY
$769B
$123K 0.07%
190
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$4.44T
$115K 0.07%
400
-50
IGV icon
46
iShares Expanded Tech-Software Sector ETF
IGV
$15.3B
$88.9K 0.05%
+1,110
ECL icon
47
Ecolab
ECL
$73.8B
$79.8K 0.05%
+300
UBS icon
48
UBS Group
UBS
$157B
$78.1K 0.05%
2,000
-6,000
CAG icon
49
Conagra Brands
CAG
$6.38B
$72.5K 0.04%
4,610
+4,600
AES icon
50
AES
AES
$10.5B
$70.5K 0.04%
5,000
-3,000
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