MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $140M
1-Year Est. Return 15.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.14%
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
VOD icon
26
Vodafone
VOD
$34B
$447K 0.39%
38,513
+2
QQQ icon
27
Invesco QQQ Trust
QQQ
$362B
$379K 0.33%
631
NRK icon
28
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$872M
$353K 0.31%
34,594
XBP icon
29
XBP Global Holdings
XBP
$47M
$318K 0.28%
39,429
AMD icon
30
Advanced Micro Devices
AMD
$320B
$312K 0.27%
1,930
-42,500
MSFT icon
31
Microsoft
MSFT
$2.67T
$306K 0.27%
590
+45
EIM
32
Eaton Vance Municipal Bond Fund
EIM
$490M
$294K 0.26%
29,600
AAPL icon
33
Apple
AAPL
$3.62T
$273K 0.24%
1,073
+432
IWM icon
34
iShares Russell 2000 ETF
IWM
$68.4B
$267K 0.23%
1,104
-100
PGX icon
35
Invesco Preferred ETF
PGX
$3.76B
$266K 0.23%
22,905
AJG icon
36
Arthur J. Gallagher & Co
AJG
$55.5B
$217K 0.19%
700
MDY icon
37
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$23.4B
$179K 0.16%
300
BN icon
38
Brookfield
BN
$86.6B
$164K 0.14%
3,585
VZ icon
39
Verizon
VZ
$212B
$147K 0.13%
3,343
+551
BA icon
40
Boeing
BA
$149B
$146K 0.13%
677
+25
NZF icon
41
Nuveen Municipal Credit Income Fund
NZF
$2.3B
$142K 0.12%
11,319
NVG icon
42
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.56B
$141K 0.12%
11,503
LOW icon
43
Lowe's Companies
LOW
$130B
$139K 0.12%
555
SPY icon
44
State Street SPDR S&P 500 ETF Trust
SPY
$635B
$133K 0.12%
199
-66
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$3.31T
$122K 0.11%
500
-100
VALE icon
46
Vale
VALE
$64.5B
$119K 0.1%
11,000
+2,000
DIS icon
47
Walt Disney
DIS
$167B
$119K 0.1%
1,036
+101
AES icon
48
AES
AES
$10B
$105K 0.09%
8,000
META icon
49
Meta Platforms (Facebook)
META
$1.36T
$80.8K 0.07%
+110
NKE icon
50
Nike
NKE
$75.9B
$76.7K 0.07%
1,100
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