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
O icon
151
Realty Income
O
$60.5B
$2.24K ﹤0.01%
40
+1
VTV icon
152
Vanguard Value ETF
VTV
$167B
$2.15K ﹤0.01%
11
MCHI icon
153
iShares MSCI China ETF
MCHI
$7.28B
$2.03K ﹤0.01%
34
MTB icon
154
M&T Bank
MTB
$30.4B
$2.02K ﹤0.01%
10
HDV
155
iShares Core High Dividend ETF
HDV
$13.3B
$1.99K ﹤0.01%
16
QQQJ icon
156
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$879M
$1.92K ﹤0.01%
52
QYLD icon
157
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.36B
$1.9K ﹤0.01%
107
+3
JEPQ icon
158
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34.6B
$1.87K ﹤0.01%
32
+1
AGG icon
159
iShares Core US Aggregate Bond ETF
AGG
$140B
$1.85K ﹤0.01%
19
+1
HE icon
160
Hawaiian Electric Industries
HE
$2.55B
$1.84K ﹤0.01%
150
DUK icon
161
Duke Energy
DUK
$101B
$1.82K ﹤0.01%
16
+1
LNC icon
162
Lincoln National
LNC
$6.4B
$1.78K ﹤0.01%
40
KIO
163
KKR Income Opportunities Fund
KIO
$458M
$1.77K ﹤0.01%
153
+5
CIVI
164
DELISTED
Civitas Resources
CIVI
$1.72K ﹤0.01%
64
+2
KHC icon
165
Kraft Heinz
KHC
$28B
$1.55K ﹤0.01%
64
-899
FHLC icon
166
Fidelity MSCI Health Care Index ETF
FHLC
$2.89B
$1.5K ﹤0.01%
20
KMI icon
167
Kinder Morgan
KMI
$73.3B
$1.49K ﹤0.01%
54
FDX icon
168
FedEx
FDX
$84.5B
$1.45K ﹤0.01%
5
EPR icon
169
EPR Properties
EPR
$4.4B
$1.44K ﹤0.01%
29
+1
COP icon
170
ConocoPhillips
COP
$140B
$1.44K ﹤0.01%
15
ENB icon
171
Enbridge
ENB
$117B
$1.36K ﹤0.01%
28
AGNC icon
172
AGNC Investment
AGNC
$11.9B
$1.33K ﹤0.01%
124
+4
LOAN
173
Manhattan Bridge Capital
LOAN
$50.6M
$1.29K ﹤0.01%
278
+6
EPD icon
174
Enterprise Products Partners
EPD
$79.4B
$1.29K ﹤0.01%
40
ABR icon
175
Arbor Realty Trust
ABR
$1.52B
$1.28K ﹤0.01%
165
+6