MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $119M
This Quarter Return
-1.39%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$98.2M
AUM Growth
Cap. Flow
+$98.2M
Cap. Flow %
100%
Top 10 Hldgs %
61.94%
Holding
183
New
183
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 21.6%
2 Energy 14.43%
3 Technology 9.65%
4 Consumer Staples 6.67%
5 Healthcare 6.38%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FINS
76
Angel Oak Financial Strategies Income Term Trust
FINS
$443M
$31.8K 0.03%
+2,500
New +$31.8K
UNG icon
77
United States Natural Gas Fund
UNG
$608M
$31.5K 0.03%
+1,875
New +$31.5K
PARA
78
DELISTED
Paramount Global Class B
PARA
$31.4K 0.03%
+3,000
New +$31.4K
SONO icon
79
Sonos
SONO
$1.66B
$30.8K 0.03%
+2,050
New +$30.8K
DIN icon
80
Dine Brands
DIN
$357M
$30.1K 0.03%
+1,000
New +$30.1K
PAR icon
81
PAR Technology
PAR
$2B
$29.1K 0.03%
+400
New +$29.1K
VTI icon
82
Vanguard Total Stock Market ETF
VTI
$522B
$29K 0.03%
+100
New +$29K
JNJ icon
83
Johnson & Johnson
JNJ
$429B
$28.9K 0.03%
+200
New +$28.9K
KHC icon
84
Kraft Heinz
KHC
$30.8B
$28.9K 0.03%
+941
New +$28.9K
SCHD icon
85
Schwab US Dividend Equity ETF
SCHD
$72.3B
$28.6K 0.03%
+1,048
New +$28.6K
IVW icon
86
iShares S&P 500 Growth ETF
IVW
$62.5B
$27.7K 0.03%
+273
New +$27.7K
SNAP icon
87
Snap
SNAP
$12.4B
$26.9K 0.03%
+2,500
New +$26.9K
AMH icon
88
American Homes 4 Rent
AMH
$12.9B
$26.2K 0.03%
+700
New +$26.2K
NOBL icon
89
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$26.2K 0.03%
+263
New +$26.2K
ET icon
90
Energy Transfer Partners
ET
$60.8B
$25.1K 0.03%
+1,283
New +$25.1K
MODG icon
91
Topgolf Callaway Brands
MODG
$1.73B
$23.6K 0.02%
+3,000
New +$23.6K
BIIB icon
92
Biogen
BIIB
$20.5B
$22.9K 0.02%
+150
New +$22.9K
DG icon
93
Dollar General
DG
$24.3B
$22.7K 0.02%
+300
New +$22.7K
JAKK icon
94
Jakks Pacific
JAKK
$196M
$22.5K 0.02%
+800
New +$22.5K
BTX
95
BlackRock Technology and Private Equity Term Trust
BTX
$816M
$22.3K 0.02%
+3,000
New +$22.3K
CVCO icon
96
Cavco Industries
CVCO
$4.15B
$22.3K 0.02%
+50
New +$22.3K
VUG icon
97
Vanguard Growth ETF
VUG
$183B
$21.3K 0.02%
+52
New +$21.3K
MDLZ icon
98
Mondelez International
MDLZ
$80B
$21.1K 0.02%
+354
New +$21.1K
CPRI icon
99
Capri Holdings
CPRI
$2.45B
$21.1K 0.02%
+1,000
New +$21.1K
DVY icon
100
iShares Select Dividend ETF
DVY
$20.7B
$19.4K 0.02%
+148
New +$19.4K