MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $140M
1-Year Est. Return 15.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.2%
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
101
$11.5K 0.01%
492
+4
102
$9.42K 0.01%
75
103
$9.2K 0.01%
85
104
$8.44K 0.01%
212
105
$5.66K ﹤0.01%
178
+56
106
$5.59K ﹤0.01%
193
+2
107
$5.26K ﹤0.01%
125
108
$4K ﹤0.01%
88
109
$3.94K ﹤0.01%
54
+1
110
$3.74K ﹤0.01%
294
+6
111
$3.65K ﹤0.01%
25
112
$3.12K ﹤0.01%
10
113
$3.1K ﹤0.01%
37
+1
114
$3K ﹤0.01%
31
+5
115
$2.86K ﹤0.01%
9
116
$2.22K ﹤0.01%
39
+1
117
$2.14K ﹤0.01%
12
118
$2.1K ﹤0.01%
9
119
$1.96K ﹤0.01%
11
120
$1.89K ﹤0.01%
1,100
121
$1.88K ﹤0.01%
16
122
$1.86K ﹤0.01%
34
123
$1.81K ﹤0.01%
144
+4
124
$1.8K ﹤0.01%
18
125
$1.8K ﹤0.01%
15
3 4
5
6 7