MHIP
Mountain Hill Investment Partners Portfolio holdings
AUM
$119M
This Quarter Return
-1.39%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$98.2M
AUM Growth
–
Cap. Flow
+$98.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.94%
Holding
183
New
183
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$8.54M |
| 2 |
Ford
F
|
$6.87M |
| 3 |
Amazon
AMZN
|
$6.66M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$6.48M |
| 5 |
Target
TGT
|
$6.46M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 21.6% |
| 2 | Energy | 14.43% |
| 3 | Technology | 9.65% |
| 4 | Consumer Staples | 6.67% |
| 5 | Healthcare | 6.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vale
VALE
$43.4B
| $79.8K | 0.08% |
+9,000
| New | +$79.8K |
|
52
PayPal
PYPL
$66.2B
| $77.5K | 0.08% |
+908
| New | +$77.5K |
|
53
Alphabet (Google) Class A
GOOGL
$2.56T
| $75.7K | 0.08% |
+400
| New | +$75.7K |
|
54
Starbucks
SBUX
$102B
| $73K | 0.07% |
+800
| New | +$73K |
|
55
Invesco Trust Investment Grade Municipals
VGM
$518M
| $70.7K | 0.07% |
+7,000
| New | +$70.7K |
|
56
iShares MSCI EAFE ETF
EFA
$65.3B
| $67.6K | 0.07% |
+894
| New | +$67.6K |
|
|
ETV
57
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.63B
| $65.8K | 0.07% |
+4,565
| New | +$65.8K |
|
58
Home Depot
HD
$404B
| $64.2K | 0.07% |
+165
| New | +$64.2K |
|
59
Uber
UBER
$194B
| $60.3K | 0.06% |
+1,000
| New | +$60.3K |
|
60
Pfizer
PFE
$142B
| $56.6K | 0.06% |
+2,133
| New | +$56.6K |
|
61
Bausch Health
BHC
$2.84B
| $56.4K | 0.06% |
+7,000
| New | +$56.4K |
|
62
Blackstone Mortgage Trust
BXMT
$3.32B
| $55.5K | 0.06% |
+3,190
| New | +$55.5K |
|
63
Domino's
DPZ
$15.9B
| $54.6K | 0.06% |
+130
| New | +$54.6K |
|
64
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$584M
| $48.7K | 0.05% |
+4,400
| New | +$48.7K |
|
65
Visa
V
$679B
| $47.4K | 0.05% |
+150
| New | +$47.4K |
|
66
Investors Title Co
ITIC
$460M
| $47.4K | 0.05% |
+200
| New | +$47.4K |
|
67
Honeywell
HON
$138B
| $45.2K | 0.05% |
+200
| New | +$45.2K |
|
68
Star Bulk Carriers
SBLK
$2.13B
| $44.9K | 0.05% |
+3,000
| New | +$44.9K |
|
69
Intercontinental Exchange
ICE
$100B
| $44.7K | 0.05% |
+300
| New | +$44.7K |
|
70
Berkshire Hathaway Class B
BRK.B
$1.08T
| $41.7K | 0.04% |
+92
| New | +$41.7K |
|
|
71
Alphabet (Google) Class C
GOOG
$2.56T
| $38.7K | 0.04% |
+203
| New | +$38.7K |
|
72
New York Times
NYT
$9.63B
| $36.4K | 0.04% |
+700
| New | +$36.4K |
|
73
Accenture
ACN
$160B
| $35.2K | 0.04% |
+100
| New | +$35.2K |
|
74
Brookfield Asset Management
BAM
$95.4B
| $32.4K | 0.03% |
+597
| New | +$32.4K |
|
75
iShares US Consumer Focused ETF
IEDI
$31.2M
| $32.1K | 0.03% |
+600
| New | +$32.1K |
|