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
51
$116K 0.1%
935
-4,950
52
$106K 0.09%
600
53
$87.4K 0.07%
9,000
54
$84.2K 0.07%
8,000
55
$78.1K 0.07%
1,100
+1,093
56
$74.9K 0.06%
1,008
57
$66.4K 0.06%
7,000
58
$64.7K 0.05%
3,360
+86
59
$60.5K 0.05%
165
-100
60
$58.6K 0.05%
130
61
$57.2K 0.05%
430
+100
62
$56.7K 0.05%
5,050
63
$51.8K 0.04%
2,137
+2
64
$48.7K 0.04%
2,000
+500
65
$48.2K 0.04%
4,400
66
$46.6K 0.04%
7,000
67
$45.8K 0.04%
400
-100
68
$43.3K 0.04%
+547
69
$43.3K 0.04%
3,333
+833
70
$42.6K 0.04%
120
71
$39.6K 0.03%
170
-30
72
$37.4K 0.03%
77
73
$34.1K 0.03%
216
+86
74
$33K 0.03%
597
75
$31.7K 0.03%
150
-50
1 2
3
4 5