MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $119M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$5.59M
2 +$1.31M
3 +$1.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$831K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$723K

Top Sells

1 +$3.73M
2 +$1.05M
3 +$703K
4
DIS icon
Walt Disney
DIS
+$614K
5
RIVN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FENY icon
101
Fidelity MSCI Energy Index ETF
FENY
$1.41B
$11.5K 0.01%
492
+4
BIIB icon
102
Biogen
BIIB
$22B
$9.42K 0.01%
75
XOM icon
103
Exxon Mobil
XOM
$492B
$9.2K 0.01%
85
CALF icon
104
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.03B
$8.44K 0.01%
212
DVN icon
105
Devon Energy
DVN
$20.9B
$5.66K ﹤0.01%
178
+56
T icon
106
AT&T
T
$179B
$5.59K ﹤0.01%
193
+2
OXY icon
107
Occidental Petroleum
OXY
$41.9B
$5.26K ﹤0.01%
125
IYE icon
108
iShares US Energy ETF
IYE
$1.14B
$4K ﹤0.01%
88
BND icon
109
Vanguard Total Bond Market
BND
$138B
$3.94K ﹤0.01%
54
+1
KYN icon
110
Kayne Anderson Energy Infrastructure Fund
KYN
$1.96B
$3.74K ﹤0.01%
294
+6
CVX icon
111
Chevron
CVX
$313B
$3.65K ﹤0.01%
25
UNH icon
112
UnitedHealth
UNH
$328B
$3.12K ﹤0.01%
10
IEFA icon
113
iShares Core MSCI EAFE ETF
IEFA
$158B
$3.1K ﹤0.01%
37
+1
CHRD icon
114
Chord Energy
CHRD
$5.3B
$3K ﹤0.01%
31
+5
TSLA icon
115
Tesla
TSLA
$1.44T
$2.86K ﹤0.01%
9
O icon
116
Realty Income
O
$54.8B
$2.22K ﹤0.01%
39
+1
VPU icon
117
Vanguard Utilities ETF
VPU
$8.02B
$2.14K ﹤0.01%
12
QQQM icon
118
Invesco NASDAQ 100 ETF
QQQM
$64.8B
$2.1K ﹤0.01%
9
VTV icon
119
Vanguard Value ETF
VTV
$149B
$1.96K ﹤0.01%
11
IOVA icon
120
Iovance Biotherapeutics
IOVA
$814M
$1.89K ﹤0.01%
1,100
HDV icon
121
iShares Core High Dividend ETF
HDV
$11.7B
$1.88K ﹤0.01%
16
MCHI icon
122
iShares MSCI China ETF
MCHI
$8.32B
$1.86K ﹤0.01%
34
KIO
123
KKR Income Opportunities Fund
KIO
$485M
$1.81K ﹤0.01%
144
+4
AGG icon
124
iShares Core US Aggregate Bond ETF
AGG
$133B
$1.8K ﹤0.01%
18
DUK icon
125
Duke Energy
DUK
$99B
$1.8K ﹤0.01%
15