MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $114M
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
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
+$11M
2
+$7.84M
3
+$5.74M
4
DOW icon
Dow Inc
DOW
+$5.7M
5
CRM icon
Salesforce
CRM
+$5.63M

Top Sells

1
+$12.1M
2
+$10M
3
+$8.18M
4
AMD icon
Advanced Micro Devices
AMD
+$6.88M
5
UBER icon
Uber
UBER
+$6.83M

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
CPRI icon
101
Capri Holdings
CPRI
$2.94B
$19.9K 0.02%
1,000
CVX icon
102
Chevron
CVX
$333B
$19.5K 0.02%
126
+101
NMIH icon
103
NMI Holdings
NMIH
$2.9B
$19.2K 0.02%
500
JNJ icon
104
Johnson & Johnson
JNJ
$530B
$18.5K 0.02%
100
-100
FE icon
105
FirstEnergy
FE
$26.9B
$18.3K 0.02%
+400
BTT icon
106
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
$18K 0.02%
+800
BX icon
107
Blackstone
BX
$116B
$17.1K 0.02%
100
MCD icon
108
McDonald's
MCD
$220B
$16.4K 0.01%
54
KYN icon
109
Kayne Anderson Energy Infrastructure Fund
KYN
$2.13B
$16.1K 0.01%
1,300
+1,006
HIO
110
Western Asset High Income Opportunity Fund
HIO
$353M
$15.4K 0.01%
+4,000
JAKK icon
111
Jakks Pacific
JAKK
$214M
$15K 0.01%
800
STWD icon
112
Starwood Property Trust
STWD
$6.73B
$14.7K 0.01%
760
PEP icon
113
PepsiCo
PEP
$198B
$14K 0.01%
+100
APD icon
114
Air Products & Chemicals
APD
$58.2B
$13.6K 0.01%
+50
EMR icon
115
Emerson Electric
EMR
$83B
$13.1K 0.01%
+100
GM icon
116
General Motors
GM
$74.3B
$12.9K 0.01%
211
-100
SJNK icon
117
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.32B
$12.8K 0.01%
+500
FENY icon
118
Fidelity MSCI Energy Index ETF
FENY
$1.4B
$12.3K 0.01%
496
+4
SNAP icon
119
Snap
SNAP
$13.1B
$11.6K 0.01%
1,500
BTO
120
John Hancock Financial Opportunities Fund
BTO
$731M
$10.8K 0.01%
+300
BIIB icon
121
Biogen
BIIB
$25.2B
$10.5K 0.01%
75
BCX icon
122
BlackRock Resources & Commodities Strategy Trust
BCX
$948M
$10.2K 0.01%
+1,000
VNQ icon
123
Vanguard Real Estate ETF
VNQ
$34.7B
$10.1K 0.01%
111
+100
XOM icon
124
Exxon Mobil
XOM
$569B
$9.71K 0.01%
86
+1
CALF icon
125
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.62B
$9.28K 0.01%
212
3 4
5
6 7