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
$102M
AUM Growth
+$4.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.08M
3
+$5.15M
4
NVDA icon
NVIDIA
NVDA
+$5.09M
5
AMD icon
Advanced Micro Devices
AMD
+$4.59M

Top Sells

1
+$5.07M
2
+$5.03M
3
+$4.93M
4
CVX icon
Chevron
CVX
+$4.59M
5
DIS icon
Walt Disney
DIS
+$3.9M

Sector Composition

1 Technology 31.29%
2 Consumer Discretionary 14.15%
3 Energy 6.46%
4 Consumer Staples 4.9%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$519K 0.51%
13,662
+8,000
27
$456K 0.45%
48,685
+3
28
$437K 0.43%
800
-179
29
$431K 0.42%
15,447
+5,447
30
$398K 0.39%
3,621
+1,600
31
$378K 0.37%
806
+260
32
$356K 0.35%
34,594
33
$337K 0.33%
11,000
34
$295K 0.29%
29,600
35
$257K 0.25%
22,905
36
$250K 0.24%
725
37
$240K 0.23%
1,204
+100
38
$212K 0.21%
17,000
-85,500
39
$206K 0.2%
548
-40
40
$160K 0.16%
300
41
$147K 0.14%
661
-55
42
$142K 0.14%
11,503
43
$138K 0.14%
11,319
44
$129K 0.13%
555
-2
45
$125K 0.12%
3,585
46
$112K 0.11%
201
+24
47
$111K 0.11%
652
48
$102K 0.1%
2,241
-221
49
$99.4K 0.1%
8,000
50
$97.1K 0.09%
265
+100
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2
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