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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
$169M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1 +$8.51M
2 +$7.84M
3 +$7.59M
4
MSFT icon
Microsoft
MSFT
+$7.39M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.18M

Top Sells

1 +$8.85M
2 +$7.91M
3 +$6.39M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.06M
5
UPS icon
United Parcel Service
UPS
+$1.44M

Sector Composition

1 Technology 23.83%
2 Utilities 11.01%
3 Industrials 9.01%
4 Consumer Discretionary 8.18%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ITIC
76
DELISTED
Investors Title Co
ITIC
$32.6K 0.02%
150
BHC icon
77
Bausch Health
BHC
$1.91B
$32.4K 0.02%
6,000
VTI icon
78
Vanguard Total Stock Market ETF
VTI
$633B
$32.1K 0.02%
100
NOW icon
79
ServiceNow
NOW
$107B
$29.8K 0.02%
+285
NYT icon
80
New York Times
NYT
$12B
$29.3K 0.02%
350
VXUS icon
81
Vanguard Total International Stock ETF
VXUS
$147B
$28.8K 0.02%
373
+159
FISV
82
Fiserv Inc
FISV
$28.2B
$27.9K 0.02%
500
SCHD icon
83
Schwab US Dividend Equity ETF
SCHD
$94.4B
$27.7K 0.02%
904
+5
BAM icon
84
Brookfield Asset Management
BAM
$73.9B
$26.5K 0.02%
597
ET icon
85
Energy Transfer Partners
ET
$65.9B
$25.4K 0.02%
1,314
+1
BX icon
86
Blackstone
BX
$144B
$25.3K 0.02%
220
+120
GRNY
87
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.2B
$25.1K 0.01%
1,050
CVCO icon
88
Cavco Industries
CVCO
$4.39B
$24.2K 0.01%
50
-15
ADM icon
89
Archer Daniels Midland
ADM
$38.4B
$22.9K 0.01%
+315
ACN icon
90
Accenture
ACN
$105B
$19.8K 0.01%
100
AMH icon
91
American Homes 4 Rent
AMH
$12.1B
$19.5K 0.01%
700
NMIH icon
92
NMI Holdings
NMIH
$2.8B
$18.8K 0.01%
500
CPRI icon
93
Capri Holdings
CPRI
$2.28B
$17.6K 0.01%
1,000
FENY icon
94
Fidelity MSCI Energy Index ETF
FENY
$1.93B
$17.1K 0.01%
503
+3
PAR icon
95
PAR Technology
PAR
$540M
$16K 0.01%
1,200
+400
JAKK icon
96
Jakks Pacific
JAKK
$248M
$15.9K 0.01%
800
XOM icon
97
Exxon Mobil
XOM
$620B
$14.8K 0.01%
87
CALY
98
Callaway Golf Company
CALY
$2.78B
$13.9K 0.01%
1,000
-2,000
SONO icon
99
Sonos
SONO
$1.83B
$13.4K 0.01%
1,000
STWD icon
100
Starwood Property Trust
STWD
$6.34B
$13.1K 0.01%
760