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
126
$1.75K ﹤0.01%
66
+30
127
$1.69K ﹤0.01%
62
+41
128
$1.69K ﹤0.01%
101
+27
129
$1.66K ﹤0.01%
31
+19
130
$1.66K ﹤0.01%
155
+72
131
$1.66K ﹤0.01%
52
132
$1.63K ﹤0.01%
28
+1
133
$1.56K ﹤0.01%
53
134
$1.51K ﹤0.01%
72
135
$1.46K ﹤0.01%
267
+6
136
$1.44K ﹤0.01%
21
137
$1.43K ﹤0.01%
21
-399
138
$1.35K ﹤0.01%
+15
139
$1.28K ﹤0.01%
20
140
$1.25K ﹤0.01%
28
+1
141
$1.21K ﹤0.01%
39
+1
142
$1.12K ﹤0.01%
4
143
$1.06K ﹤0.01%
116
+53
144
$1.03K ﹤0.01%
17
+1
145
$1.02K ﹤0.01%
800
146
$979 ﹤0.01%
17
147
$976 ﹤0.01%
233
+9
148
$973 ﹤0.01%
22
149
$970 ﹤0.01%
33
+1
150
$965 ﹤0.01%
11
4 5
6
7 8