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
51
$70.8K 0.06%
7,000
52
$70.4K 0.06%
2,765
+628
53
$67.6K 0.06%
1,008
54
$63.3K 0.06%
3,439
+79
55
$58.8K 0.05%
145
-20
56
$56.8K 0.05%
5,050
57
$56.1K 0.05%
130
58
$55.9K 0.05%
430
59
$51K 0.04%
4,400
60
$49.4K 0.04%
2,000
61
$46.7K 0.04%
557
+10
62
$46.1K 0.04%
+225
63
$43.7K 0.04%
3,333
64
$42.9K 0.04%
+460
65
$42.3K 0.04%
+500
66
$41.3K 0.04%
400
67
$41K 0.04%
120
68
$40.9K 0.04%
341
-83,500
69
$40.2K 0.04%
150
70
$38.9K 0.03%
+615
71
$38.7K 0.03%
77
72
$38.7K 0.03%
6,000
-1,000
73
$37.7K 0.03%
65
74
$37K 0.03%
+330
75
$34K 0.03%
597
1 2
3
4 5