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
$102M
AUM Growth
+$4.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.08M
3
+$5.15M
4
NVDA icon
NVIDIA
NVDA
+$5.09M
5
AMD icon
Advanced Micro Devices
AMD
+$4.59M

Top Sells

1
+$5.07M
2
+$5.03M
3
+$4.93M
4
CVX icon
Chevron
CVX
+$4.59M
5
DIS icon
Walt Disney
DIS
+$3.9M

Sector Composition

1 Technology 31.29%
2 Consumer Discretionary 14.15%
3 Energy 6.46%
4 Consumer Staples 4.9%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14K 0.01%
100
102
$12.5K 0.01%
488
+4
103
$10.3K 0.01%
75
-75
104
$10.1K 0.01%
85
+1
105
$7.95K 0.01%
212
106
$7.23K 0.01%
800
107
$6.15K 0.01%
125
+1
108
$5.44K 0.01%
507
109
$5.4K 0.01%
191
-6,282
110
$5.24K 0.01%
10
111
$5.2K 0.01%
160
112
$4.55K ﹤0.01%
122
+21
113
$4.33K ﹤0.01%
88
+1
114
$4.21K ﹤0.01%
25
-27,225
115
$3.89K ﹤0.01%
53
116
$3.7K ﹤0.01%
288
+5
117
$3.66K ﹤0.01%
+1,100
118
$2.88K ﹤0.01%
26
+6
119
$2.76K ﹤0.01%
36
120
$2.33K ﹤0.01%
9
121
$2.21K ﹤0.01%
38
+1
122
$2.06K ﹤0.01%
12
123
$1.93K ﹤0.01%
16
124
$1.92K ﹤0.01%
11
125
$1.84K ﹤0.01%
15
3 4
5
6 7