MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $140M
1-Year Est. Return 15.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.14%
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
+$10.9M
2
+$8.5M
3
+$6.29M
4
DOW icon
Dow Inc
DOW
+$6.19M
5
CRM icon
Salesforce
CRM
+$6M

Top Sells

1
+$10.7M
2
+$8.19M
3
+$6.86M
4
UBER icon
Uber
UBER
+$6.83M
5
WDC icon
Western Digital
WDC
+$6.82M

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
$2B
$19.9K 0.02%
1,000
CVX icon
102
Chevron
CVX
$417B
$19.5K 0.02%
126
+101
NMIH icon
103
NMI Holdings
NMIH
$2.85B
$19.2K 0.02%
500
JNJ icon
104
Johnson & Johnson
JNJ
$584B
$18.5K 0.02%
100
-100
FE icon
105
FirstEnergy
FE
$29.1B
$18.3K 0.02%
+400
BTT icon
106
BlackRock Municipal 2030 Target Term Trust
BTT
$1.43B
$18K 0.02%
+800
BX icon
107
Blackstone
BX
$86.7B
$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
$2.42B
$16.1K 0.01%
1,300
+1,006
HIO
110
Western Asset High Income Opportunity Fund
HIO
$336M
$15.4K 0.01%
+4,000
JAKK icon
111
Jakks Pacific
JAKK
$223M
$15K 0.01%
800
STWD icon
112
Starwood Property Trust
STWD
$6.44B
$14.7K 0.01%
760
PEP icon
113
PepsiCo
PEP
$214B
$14K 0.01%
+100
APD icon
114
Air Products & Chemicals
APD
$64.9B
$13.6K 0.01%
+50
EMR icon
115
Emerson Electric
EMR
$69.3B
$13.1K 0.01%
+100
GM icon
116
General Motors
GM
$65.8B
$12.9K 0.01%
211
-100
SJNK icon
117
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.82B
$12.8K 0.01%
+500
FENY icon
118
Fidelity MSCI Energy Index ETF
FENY
$1.99B
$12.3K 0.01%
496
+4
SNAP icon
119
Snap
SNAP
$6.79B
$11.6K 0.01%
1,500
BTO
120
John Hancock Financial Opportunities Fund
BTO
$678M
$10.8K 0.01%
+300
BIIB icon
121
Biogen
BIIB
$27.5B
$10.5K 0.01%
75
BCX icon
122
BlackRock Resources & Commodities Strategy Trust
BCX
$906M
$10.2K 0.01%
+1,000
VNQ icon
123
Vanguard Real Estate ETF
VNQ
$33.8B
$10.1K 0.01%
111
+100
XOM icon
124
Exxon Mobil
XOM
$714B
$9.71K 0.01%
86
+1
CALF icon
125
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.2B
$9.28K 0.01%
212
3 4
5
6 7