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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
$169M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$8.51M
2
+$7.84M
3
+$7.59M
4
MSFT icon
Microsoft
MSFT
+$7.39M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.18M

Top Sells

1
+$8.85M
2
+$7.91M
3
+$6.39M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.06M
5
UPS icon
United Parcel Service
UPS
+$1.44M

Sector Composition

1 Technology 23.83%
2 Utilities 11.01%
3 Industrials 9.01%
4 Consumer Discretionary 8.18%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
101
Johnson & Johnson
JNJ
$572B
$12.2K 0.01%
50
-50
KO icon
102
Coca-Cola
KO
$349B
$11.9K 0.01%
157
-178
PSKY
103
Paramount Skydance Corp
PSKY
$11.6B
$10.6K 0.01%
1,172
NJR icon
104
New Jersey Resources
NJR
$5.59B
$9.28K 0.01%
169
DVN icon
105
Devon Energy
DVN
$50.4B
$9.11K 0.01%
181
+1
MCD icon
106
McDonald's
MCD
$201B
$8.39K 0.01%
27
-27
OXY icon
107
Occidental Petroleum
OXY
$56B
$8.28K ﹤0.01%
127
XLU icon
108
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$8.14K ﹤0.01%
177
-134,979
ARTY
109
iShares Future AI & Tech ETF
ARTY
$3.57B
$7.96K ﹤0.01%
171
T icon
110
AT&T
T
$158B
$7.95K ﹤0.01%
274
-623
SNAP icon
111
Snap
SNAP
$9.1B
$6.9K ﹤0.01%
1,500
IYE icon
112
iShares US Energy ETF
IYE
$1.6B
$5.84K ﹤0.01%
90
CVX icon
113
Chevron
CVX
$372B
$5.44K ﹤0.01%
26
-100
CHRD icon
114
Chord Energy
CHRD
$7.55B
$4.57K ﹤0.01%
32
KYN icon
115
Kayne Anderson Energy Infrastructure Fund
KYN
$2.33B
$4.45K ﹤0.01%
311
-995
BND icon
116
Vanguard Total Bond Market
BND
$156B
$4.06K ﹤0.01%
55
PFE icon
117
Pfizer
PFE
$147B
$4.05K ﹤0.01%
144
-623
IEFA icon
118
iShares Core MSCI EAFE ETF
IEFA
$182B
$3.42K ﹤0.01%
38
TSLA icon
119
Tesla
TSLA
$1.49T
$3.35K ﹤0.01%
9
MPWR icon
120
Monolithic Power Systems
MPWR
$73.2B
$3.28K ﹤0.01%
3
WBD icon
121
Warner Bros
WBD
$66.8B
$3.24K ﹤0.01%
+118
B
122
Barrick Mining
B
$64.7B
$3.01K ﹤0.01%
74
+1
SM icon
123
SM Energy
SM
$7.42B
$2.9K ﹤0.01%
+93
UNH icon
124
UnitedHealth
UNH
$374B
$2.71K ﹤0.01%
10
O icon
125
Realty Income
O
$57.2B
$2.46K ﹤0.01%
40
3 4
5
6 7