MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $114M
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
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
+$11M
2
+$7.84M
3
+$5.74M
4
DOW icon
Dow Inc
DOW
+$5.7M
5
CRM icon
Salesforce
CRM
+$5.63M

Top Sells

1
+$12.1M
2
+$10M
3
+$8.18M
4
AMD icon
Advanced Micro Devices
AMD
+$6.88M
5
UBER icon
Uber
UBER
+$6.83M

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
VTI icon
76
Vanguard Total Stock Market ETF
VTI
$580B
$32.8K 0.03%
100
SONO icon
77
Sonos
SONO
$1.79B
$31.6K 0.03%
2,000
-50
JPM icon
78
JPMorgan Chase
JPM
$803B
$31.5K 0.03%
+100
BAC icon
79
Bank of America
BAC
$373B
$31K 0.03%
+600
HON icon
80
Honeywell
HON
$141B
$30.5K 0.03%
145
-25
ANET icon
81
Arista Networks
ANET
$172B
$29.1K 0.03%
200
-83,100
IAU icon
82
iShares Gold Trust
IAU
$78.7B
$29.1K 0.03%
+400
CALY
83
Callaway Golf Company
CALY
$2.87B
$28.5K 0.03%
3,000
IBM icon
84
IBM
IBM
$273B
$28.2K 0.02%
+100
ORCL icon
85
Oracle
ORCL
$509B
$28.1K 0.02%
100
-500
GRNY
86
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.27B
$26.2K 0.02%
1,050
T icon
87
AT&T
T
$167B
$25.3K 0.02%
895
+702
KHC icon
88
Kraft Heinz
KHC
$27.5B
$25.1K 0.02%
963
+1
ACN icon
89
Accenture
ACN
$173B
$24.7K 0.02%
100
UNG icon
90
United States Natural Gas Fund
UNG
$916M
$24.5K 0.02%
1,875
PAR icon
91
PAR Technology
PAR
$1.28B
$23.7K 0.02%
600
+200
STX icon
92
Seagate
STX
$75.4B
$23.6K 0.02%
+100
AMH icon
93
American Homes 4 Rent
AMH
$11.9B
$23.3K 0.02%
700
ET icon
94
Energy Transfer Partners
ET
$61.8B
$22.5K 0.02%
1,311
+1
GILD icon
95
Gilead Sciences
GILD
$169B
$22.2K 0.02%
+200
PSKY
96
Paramount Skydance Corp
PSKY
$12.9B
$22.2K 0.02%
+1,172
KO icon
97
Coca-Cola
KO
$314B
$22.2K 0.02%
334
+50
CSCO icon
98
Cisco
CSCO
$295B
$22K 0.02%
321
+300
NEM icon
99
Newmont
NEM
$136B
$21.1K 0.02%
+250
NYT icon
100
New York Times
NYT
$11.7B
$20.1K 0.02%
350
-150
2 3
4
5 6