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

Top Buys

1
+$8.54M
2
+$6.02M
3
+$5.96M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.18M
5
AMD icon
Advanced Micro Devices
AMD
+$4.97M

Top Sells

1
+$5.31M
2
+$4.93M
3
+$4.44M
4
CVX icon
Chevron
CVX
+$4.26M
5
DIS icon
Walt Disney
DIS
+$4.25M

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
51
$92.8K 0.09%
600
+200
52
$89.8K 0.09%
9,000
53
$83.9K 0.08%
+600
54
$77.8K 0.08%
5,000
+2,000
55
$69.7K 0.07%
7,000
56
$65.8K 0.06%
1,008
+100
57
$65.5K 0.06%
3,274
+84
58
$60.3K 0.06%
4,565
59
$59.7K 0.06%
130
60
$54.1K 0.05%
2,135
+2
61
$53.3K 0.05%
5,050
62
$49.5K 0.05%
4,400
63
$48.2K 0.05%
200
64
$45.3K 0.04%
7,000
65
$44K 0.04%
500
+200
66
$42.4K 0.04%
200
67
$42.1K 0.04%
120
-30
68
$41K 0.04%
77
-15
69
$40.5K 0.04%
1,875
70
$38.3K 0.04%
+1,000
71
$38.2K 0.04%
+330
72
$35.9K 0.04%
3,000
73
$34.9K 0.03%
1,500
+500
74
$34.7K 0.03%
700
75
$33.7K 0.03%
2,500
1 2
3
4 5