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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
VPU icon
126
Vanguard Utilities ETF
VPU
$8.43B
$2.46K ﹤0.01%
12
HDV
127
iShares Core High Dividend ETF
HDV
$13.5B
$2.23K ﹤0.01%
80
HE icon
128
Hawaiian Electric Industries
HE
$2.34B
$2.23K ﹤0.01%
150
VTV icon
129
Vanguard Value ETF
VTV
$180B
$2.22K ﹤0.01%
11
QQQM icon
130
Invesco NASDAQ 100 ETF
QQQM
$92.6B
$2.21K ﹤0.01%
9
DUK icon
131
Duke Energy
DUK
$96.5B
$2.05K ﹤0.01%
16
COP icon
132
ConocoPhillips
COP
$141B
$2.04K ﹤0.01%
15
KHC icon
133
Kraft Heinz
KHC
$27.9B
$1.92K ﹤0.01%
86
+22
QYLD icon
134
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.21B
$1.9K ﹤0.01%
111
+4
MCHI icon
135
iShares MSCI China ETF
MCHI
$6.23B
$1.9K ﹤0.01%
34
QQQJ icon
136
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.07B
$1.89K ﹤0.01%
52
AGG icon
137
iShares Core US Aggregate Bond ETF
AGG
$136B
$1.85K ﹤0.01%
19
KMI icon
138
Kinder Morgan
KMI
$69.6B
$1.84K ﹤0.01%
55
+1
JEPQ icon
139
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.5B
$1.83K ﹤0.01%
33
+1
KIO
140
KKR Income Opportunities Fund
KIO
$462M
$1.74K ﹤0.01%
158
+5
AIPI
141
REX AI Equity Premium Income ETF
AIPI
$417M
$1.56K ﹤0.01%
47
+24
ENB icon
142
Enbridge
ENB
$121B
$1.56K ﹤0.01%
29
+1
EPD icon
143
Enterprise Products Partners
EPD
$80.8B
$1.55K ﹤0.01%
41
+1
EPR icon
144
EPR Properties
EPR
$4.51B
$1.46K ﹤0.01%
29
FHLC icon
145
Fidelity MSCI Health Care Index ETF
FHLC
$3.07B
$1.42K ﹤0.01%
20
ABR icon
146
Arbor Realty Trust
ABR
$1.03B
$1.32K ﹤0.01%
171
+6
IYZ icon
147
iShares US Telecommunications ETF
IYZ
$1.04B
$1.3K ﹤0.01%
33
AGNC icon
148
AGNC Investment
AGNC
$11.7B
$1.29K ﹤0.01%
128
+4
LOAN
149
Manhattan Bridge Capital
LOAN
$49.1M
$1.27K ﹤0.01%
285
+7
MRK icon
150
Merck
MRK
$296B
$1.22K ﹤0.01%
10
-547
4 5
6
7 8