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
$140M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1 +$8.84M
2 +$8.09M
3 +$7.63M
4
SLB icon
SLB Ltd
SLB
+$3.65M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.8M

Top Sells

1 +$5.42M
2 +$1.79M
3 +$1.45M
4
NVDA icon
NVIDIA
NVDA
+$1.16M
5
UPS icon
United Parcel Service
UPS
+$468K

Sector Composition

1 Technology 21.7%
2 Consumer Discretionary 10.59%
3 Energy 7.14%
4 Industrials 6.95%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ARTY
126
iShares Future AI & Tech ETF
ARTY
$2.24B
$8.24K 0.01%
+171
NJR icon
127
New Jersey Resources
NJR
$5.48B
$7.79K 0.01%
+169
CTVA icon
128
Corteva
CTVA
$51.3B
$6.7K ﹤0.01%
100
DVN icon
129
Devon Energy
DVN
$27.1B
$6.6K ﹤0.01%
180
+1
MOS icon
130
The Mosaic Company
MOS
$8.41B
$6.02K ﹤0.01%
250
WMB icon
131
Williams Companies
WMB
$90.2B
$6.01K ﹤0.01%
100
VMC icon
132
Vulcan Materials
VMC
$35.5B
$5.7K ﹤0.01%
20
OXY icon
133
Occidental Petroleum
OXY
$52.4B
$5.21K ﹤0.01%
127
+1
LYB icon
134
LyondellBasell Industries
LYB
$21.1B
$4.33K ﹤0.01%
100
IYE icon
135
iShares US Energy ETF
IYE
$1.63B
$4.26K ﹤0.01%
90
+1
Q
136
Qnity Electronics Inc
Q
$23.9B
$4.08K ﹤0.01%
+50
BND icon
137
Vanguard Total Bond Market
BND
$152B
$4.06K ﹤0.01%
55
+1
TSLA icon
138
Tesla
TSLA
$1.5T
$4.05K ﹤0.01%
9
DD icon
139
DuPont de Nemours
DD
$18.8B
$4.02K ﹤0.01%
100
-139
IEFA icon
140
iShares Core MSCI EAFE ETF
IEFA
$172B
$3.38K ﹤0.01%
38
+1
MDT icon
141
Medtronic
MDT
$115B
$3.36K ﹤0.01%
35
UNH icon
142
UnitedHealth
UNH
$256B
$3.3K ﹤0.01%
10
BUD icon
143
AB InBev
BUD
$142B
$3.2K ﹤0.01%
50
B
144
Barrick Mining
B
$77.3B
$3.18K ﹤0.01%
73
CHRD icon
145
Chord Energy
CHRD
$6.77B
$2.95K ﹤0.01%
32
+1
PRU icon
146
Prudential Financial
PRU
$33.2B
$2.82K ﹤0.01%
25
MPWR icon
147
Monolithic Power Systems
MPWR
$51.9B
$2.72K ﹤0.01%
3
QQQM icon
148
Invesco NASDAQ 100 ETF
QQQM
$71B
$2.35K ﹤0.01%
9
UNP icon
149
Union Pacific
UNP
$148B
$2.31K ﹤0.01%
10
VPU icon
150
Vanguard Utilities ETF
VPU
$8.66B
$2.28K ﹤0.01%
12