MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $140M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$1.31M
3
+$1.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$831K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$723K

Top Sells

1
+$3.73M
2
+$1.05M
3
+$703K
4
DIS icon
Walt Disney
DIS
+$614K
5
RIVN icon
Rivian
RIVN
+$220K

Sector Composition

1 Technology 38.88%
2 Consumer Discretionary 13.28%
3 Energy 4.61%
4 Consumer Staples 3.91%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$566K 0.48%
800
27
$563K 0.47%
13,662
28
$493K 0.41%
2,655
29
$481K 0.4%
3,500
30
$453K 0.38%
21,438
+5,237
31
$411K 0.34%
38,511
-10,174
32
$372K 0.31%
11,000
33
$367K 0.31%
39,429
-10,589
34
$348K 0.29%
631
-175
35
$343K 0.29%
34,594
36
$286K 0.24%
29,600
37
$271K 0.23%
545
-3
38
$260K 0.22%
1,204
39
$255K 0.21%
22,905
40
$224K 0.19%
700
-25
41
$170K 0.14%
300
42
$164K 0.14%
265
+64
43
$148K 0.12%
3,585
44
$137K 0.12%
11,503
45
$137K 0.11%
652
46
$135K 0.11%
11,319
47
$131K 0.11%
641
-20
48
$131K 0.11%
600
49
$123K 0.1%
555
50
$121K 0.1%
2,792
+551
1
2
3 4 5