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
$114M
AUM Growth
-$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.5M
3
+$6.29M
4
DOW icon
Dow Inc
DOW
+$6.19M
5
CRM icon
Salesforce
CRM
+$6M

Top Sells

1
+$10.7M
2
+$8.19M
3
+$6.86M
4
UBER icon
Uber
UBER
+$6.83M
5
WDC icon
Western Digital
WDC
+$6.82M

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
26
$447K 0.39%
38,513
+2
27
$379K 0.33%
631
28
$353K 0.31%
34,594
29
$318K 0.28%
39,429
30
$312K 0.27%
1,930
-42,500
31
$306K 0.27%
590
+45
32
$294K 0.26%
29,600
33
$273K 0.24%
1,073
+432
34
$267K 0.23%
1,104
-100
35
$266K 0.23%
22,905
36
$217K 0.19%
700
37
$179K 0.16%
300
38
$164K 0.14%
3,585
39
$147K 0.13%
3,343
+551
40
$146K 0.13%
677
+25
41
$142K 0.12%
11,319
42
$141K 0.12%
11,503
43
$139K 0.12%
555
44
$133K 0.12%
199
-66
45
$122K 0.11%
500
-100
46
$119K 0.1%
11,000
+2,000
47
$119K 0.1%
1,036
+101
48
$105K 0.09%
8,000
49
$80.8K 0.07%
+110
50
$76.7K 0.07%
1,100
1
2
3 4 5