MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $140M
1-Year Est. Return 15.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$4.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$6.02M
3
+$5.96M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.18M
5
AMD icon
Advanced Micro Devices
AMD
+$4.97M

Top Sells

1
+$5.31M
2
+$4.93M
3
+$4.44M
4
CVX icon
Chevron
CVX
+$4.26M
5
DIS icon
Walt Disney
DIS
+$4.25M

Sector Composition

1 Technology 31.29%
2 Consumer Discretionary 14.15%
3 Energy 6.46%
4 Consumer Staples 4.9%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$33.5K 0.03%
+300
77
$33.2K 0.03%
200
78
$31.2K 0.03%
100
79
$28.9K 0.03%
597
80
$28.6K 0.03%
941
81
$28.5K 0.03%
420
-74,200
82
$27.5K 0.03%
100
83
$26.5K 0.03%
700
84
$26K 0.03%
50
85
$24.5K 0.02%
400
86
$24K 0.02%
354
87
$23.9K 0.02%
1,283
88
$21.9K 0.02%
2,050
89
$21.8K 0.02%
2,500
90
$20.3K 0.02%
284
91
$19.7K 0.02%
800
92
$19.7K 0.02%
1,000
93
$19.6K 0.02%
200
-600
94
$18K 0.02%
500
95
$17.7K 0.02%
113
-90
96
$17.5K 0.02%
+130
97
$16.9K 0.02%
54
98
$15K 0.01%
760
99
$14.6K 0.01%
311
-107,800
100
$14.5K 0.01%
300
2 3
4
5 6