MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $140M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$1.31M
3
+$1.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$831K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$723K

Top Sells

1
+$3.73M
2
+$1.05M
3
+$703K
4
DIS icon
Walt Disney
DIS
+$614K
5
RIVN icon
Rivian
RIVN
+$220K

Sector Composition

1 Technology 38.88%
2 Consumer Discretionary 13.28%
3 Energy 4.61%
4 Consumer Staples 3.91%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$30.6K 0.03%
200
77
$30.4K 0.03%
100
78
$29.9K 0.03%
100
79
$28.6K 0.02%
1,875
80
$28.2K 0.02%
65
+15
81
$28K 0.02%
500
-200
82
$27.7K 0.02%
400
83
$25.2K 0.02%
700
84
$24.8K 0.02%
962
+21
85
$24.1K 0.02%
+3,000
86
$23.8K 0.02%
+1,050
87
$23.7K 0.02%
1,310
+27
88
$22.3K 0.02%
+385
89
$22.2K 0.02%
2,050
90
$21.1K 0.02%
500
91
$20.1K 0.02%
284
92
$17.7K 0.01%
1,000
93
$17.5K 0.01%
+231
94
$16.6K 0.01%
800
95
$15.8K 0.01%
54
96
$15.3K 0.01%
311
97
$15.3K 0.01%
760
98
$15K 0.01%
100
99
$13.7K 0.01%
1,000
-16,000
100
$13K 0.01%
1,500
-1,000
2 3
4
5 6