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
HQH
126
abrdn Healthcare Investors
HQH
$958M
$9.23K 0.01%
+500
BIL icon
127
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$49.9B
$9.18K 0.01%
+100
CVS icon
128
CVS Health
CVS
$89.2B
$9.11K 0.01%
121
+100
BMY icon
129
Bristol-Myers Squibb
BMY
$122B
$9.02K 0.01%
+200
MOS icon
130
The Mosaic Company
MOS
$7.94B
$8.67K 0.01%
+250
VCIT icon
131
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.4B
$8.41K 0.01%
+100
K
132
DELISTED
Kellanova
K
$8.2K 0.01%
+100
DD icon
133
DuPont de Nemours
DD
$18.1B
$7.79K 0.01%
+239
CTVA icon
134
Corteva
CTVA
$55.7B
$6.76K 0.01%
+100
WMB icon
135
Williams Companies
WMB
$88.5B
$6.33K 0.01%
+100
DVN icon
136
Devon Energy
DVN
$32B
$6.28K 0.01%
179
+1
VMC icon
137
Vulcan Materials
VMC
$34.8B
$6.15K 0.01%
+20
OXY icon
138
Occidental Petroleum
OXY
$65.7B
$5.95K 0.01%
126
+1
LYB icon
139
LyondellBasell Industries
LYB
$26.5B
$4.9K ﹤0.01%
100
-285
IYE icon
140
iShares US Energy ETF
IYE
$1.75B
$4.23K ﹤0.01%
89
+1
BND icon
141
Vanguard Total Bond Market
BND
$151B
$4.02K ﹤0.01%
54
TSLA icon
142
Tesla
TSLA
$1.33T
$4K ﹤0.01%
9
UNH icon
143
UnitedHealth
UNH
$238B
$3.45K ﹤0.01%
10
MDT icon
144
Medtronic
MDT
$110B
$3.33K ﹤0.01%
+35
IEFA icon
145
iShares Core MSCI EAFE ETF
IEFA
$165B
$3.24K ﹤0.01%
37
CHRD icon
146
Chord Energy
CHRD
$8.29B
$3.12K ﹤0.01%
31
BUD icon
147
AB InBev
BUD
$133B
$2.98K ﹤0.01%
+50
MPWR icon
148
Monolithic Power Systems
MPWR
$49.2B
$2.76K ﹤0.01%
+3
PRU icon
149
Prudential Financial
PRU
$32.9B
$2.59K ﹤0.01%
+25
IOVA icon
150
Iovance Biotherapeutics
IOVA
$1.37B
$2.39K ﹤0.01%
1,100