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
$140M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1 +$8.84M
2 +$8.09M
3 +$7.63M
4
SLB icon
SLB Ltd
SLB
+$3.65M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.8M

Top Sells

1 +$5.42M
2 +$1.79M
3 +$1.45M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
UPS icon
United Parcel Service
UPS
+$468K

Sector Composition

1 Technology 21.7%
2 Consumer Discretionary 10.59%
3 Energy 7.14%
4 Industrials 6.95%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FE icon
101
FirstEnergy
FE
$29.3B
$17.9K 0.01%
400
SONO icon
102
Sonos
SONO
$1.71B
$17.6K 0.01%
1,000
-1,000
MCD icon
103
McDonald's
MCD
$234B
$16.5K 0.01%
54
VXUS icon
104
Vanguard Total International Stock ETF
VXUS
$138B
$16.2K 0.01%
214
+213
KYN icon
105
Kayne Anderson Energy Infrastructure Fund
KYN
$2.36B
$16.2K 0.01%
1,306
+6
PSKY
106
Paramount Skydance Corp
PSKY
$11.4B
$15.7K 0.01%
1,172
BX icon
107
Blackstone
BX
$86.4B
$15.4K 0.01%
100
HIO
108
Western Asset High Income Opportunity Fund
HIO
$351M
$14.8K 0.01%
4,000
PEP icon
109
PepsiCo
PEP
$221B
$14.4K 0.01%
100
STWD icon
110
Starwood Property Trust
STWD
$6.62B
$13.7K 0.01%
760
JAKK icon
111
Jakks Pacific
JAKK
$232M
$13.5K 0.01%
800
EMR icon
112
Emerson Electric
EMR
$79.2B
$13.3K 0.01%
100
SJNK icon
113
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.99B
$12.7K 0.01%
500
FENY icon
114
Fidelity MSCI Energy Index ETF
FENY
$1.64B
$12.4K 0.01%
500
+4
APD icon
115
Air Products & Chemicals
APD
$61.4B
$12.4K 0.01%
50
SNAP icon
116
Snap
SNAP
$8.31B
$12.1K 0.01%
1,500
BCX icon
117
BlackRock Resources & Commodities Strategy Trust
BCX
$942M
$11K 0.01%
1,000
BMY icon
118
Bristol-Myers Squibb
BMY
$123B
$10.8K 0.01%
200
BTO
119
John Hancock Financial Opportunities Fund
BTO
$690M
$10.5K 0.01%
300
XOM icon
120
Exxon Mobil
XOM
$618B
$10.5K 0.01%
87
+1
VNQ icon
121
Vanguard Real Estate ETF
VNQ
$36.2B
$9.83K 0.01%
111
CVS icon
122
CVS Health
CVS
$97.5B
$9.61K 0.01%
121
HQH
123
abrdn Healthcare Investors
HQH
$1.03B
$9.47K 0.01%
500
BIL icon
124
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.5B
$9.14K 0.01%
100
VCIT icon
125
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.4B
$8.38K 0.01%
100