MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $169M
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
76
$32.8K 0.03%
100
77
$31.6K 0.03%
2,000
-50
78
$31.5K 0.03%
+100
79
$31K 0.03%
+600
80
$30.5K 0.03%
154
-26
81
$29.1K 0.03%
200
-83,100
82
$29.1K 0.03%
+400
83
$28.5K 0.03%
3,000
84
$28.2K 0.02%
+100
85
$28.1K 0.02%
100
-500
86
$26.2K 0.02%
1,050
87
$25.3K 0.02%
895
+702
88
$25.1K 0.02%
963
+1
89
$24.7K 0.02%
100
90
$24.5K 0.02%
1,875
91
$23.7K 0.02%
600
+200
92
$23.6K 0.02%
+100
93
$23.3K 0.02%
700
94
$22.5K 0.02%
1,311
+1
95
$22.2K 0.02%
+200
96
$22.2K 0.02%
+1,172
97
$22.2K 0.02%
334
+50
98
$22K 0.02%
321
+300
99
$21.1K 0.02%
+250
100
$20.1K 0.02%
350
-150
2 3
4
5 6