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
$114M
AUM Growth
-$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.5M
3
+$6.29M
4
DOW icon
Dow Inc
DOW
+$6.19M
5
CRM icon
Salesforce
CRM
+$6M

Top Sells

1
+$10.7M
2
+$8.19M
3
+$6.86M
4
UBER icon
Uber
UBER
+$6.83M
5
WDC icon
Western Digital
WDC
+$6.82M

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
$539B
$32.8K 0.03%
100
SONO icon
77
Sonos
SONO
$1.57B
$31.6K 0.03%
2,000
-50
JPM icon
78
JPMorgan Chase
JPM
$765B
$31.5K 0.03%
+100
BAC icon
79
Bank of America
BAC
$337B
$31K 0.03%
+600
HON icon
80
Honeywell
HON
$142B
$30.5K 0.03%
145
-25
ANET icon
81
Arista Networks
ANET
$146B
$29.1K 0.03%
200
-83,100
IAU icon
82
iShares Gold Trust
IAU
$72.3B
$29.1K 0.03%
+400
CALY
83
Callaway Golf Company
CALY
$2.44B
$28.5K 0.03%
3,000
IBM icon
84
IBM
IBM
$223B
$28.2K 0.02%
+100
ORCL icon
85
Oracle
ORCL
$399B
$28.1K 0.02%
100
-500
GRNY
86
FundStrat Granny Shots US Large Cap ETF
GRNY
$3.76B
$26.2K 0.02%
1,050
T icon
87
AT&T
T
$201B
$25.3K 0.02%
895
+702
KHC icon
88
Kraft Heinz
KHC
$26.4B
$25.1K 0.02%
963
+1
ACN icon
89
Accenture
ACN
$121B
$24.7K 0.02%
100
UNG icon
90
United States Natural Gas Fund
UNG
$444M
$24.5K 0.02%
1,875
PAR icon
91
PAR Technology
PAR
$524M
$23.7K 0.02%
600
+200
STX icon
92
Seagate
STX
$81.2B
$23.6K 0.02%
+100
AMH icon
93
American Homes 4 Rent
AMH
$10.2B
$23.3K 0.02%
700
ET icon
94
Energy Transfer Partners
ET
$67.4B
$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
$9.92B
$22.2K 0.02%
+1,172
KO icon
97
Coca-Cola
KO
$328B
$22.2K 0.02%
334
+50
CSCO icon
98
Cisco
CSCO
$304B
$22K 0.02%
321
+300
NEM icon
99
Newmont
NEM
$111B
$21.1K 0.02%
+250
NYT icon
100
New York Times
NYT
$13.5B
$20.1K 0.02%
350
-150
2 3
4
5 6