MHIP
Mountain Hill Investment Partners Portfolio holdings
AUM
$119M
This Quarter Return
+16%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
+$16.7M
(+16%)
Cap. Flow
+$4.28M
Cap. Flow
% of AUM
3.59%
Top 10 Holdings %
Top 10 Hldgs %
60.88%
Holding
190
New
13
Increased
49
Reduced
28
Closed
13
Top Buys
| 1 |
Pure Storage
PSTG
|
+$5.59M |
| 2 |
BGC Group
BGC
|
+$1.31M |
| 3 |
Newmark Group
NMRK
|
+$1.02M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$831K |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$723K |
Top Sells
| 1 |
iShares Cybersecurity and Tech ETF
IHAK
|
+$3.73M |
| 2 |
Uber
UBER
|
+$1.05M |
| 3 |
NVIDIA
NVDA
|
+$703K |
| 4 |
Walt Disney
DIS
|
+$614K |
| 5 |
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% |
