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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
NXDT
151
NexPoint Diversified Real Estate Trust
NXDT
$267M
$1.21K ﹤0.01%
260
+9
WPC icon
152
W.P. Carey
WPC
$16.8B
$1.17K ﹤0.01%
17
HRL icon
153
Hormel Foods
HRL
$13.1B
$1.16K ﹤0.01%
51
+1
MO icon
154
Altria Group
MO
$119B
$1.11K ﹤0.01%
17
SO icon
155
Southern Company
SO
$104B
$1.04K ﹤0.01%
11
JEPI icon
156
JPMorgan Equity Premium Income ETF
JEPI
$44.4B
$1.03K ﹤0.01%
18
ARCC icon
157
Ares Capital
ARCC
$13.6B
$1.02K ﹤0.01%
56
+26
VNQ icon
158
Vanguard Real Estate ETF
VNQ
$37.8B
$990 ﹤0.01%
11
-100
NEE icon
159
NextEra Energy
NEE
$176B
$987 ﹤0.01%
11
ADC icon
160
Agree Realty
ADC
$8.94B
$818 ﹤0.01%
11
SPYD icon
161
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.34B
$787 ﹤0.01%
17
RXT icon
162
Rackspace Technology
RXT
$1.19B
$784 ﹤0.01%
800
MGM icon
163
MGM Resorts International
MGM
$12B
$740 ﹤0.01%
20
MAT icon
164
Mattel
MAT
$4.18B
$727 ﹤0.01%
+50
HFRO
165
Highland Opportunities and Income Fund
HFRO
$387M
$715 ﹤0.01%
125
+2
SIRI icon
166
SiriusXM
SIRI
$9.39B
$715 ﹤0.01%
+31
AIQ icon
167
Global X Artificial Intelligence & Technology ETF
AIQ
$10.3B
$701 ﹤0.01%
15
ARLP icon
168
Alliance Resource Partners
ARLP
$3.25B
$682 ﹤0.01%
25
+1
LYFT icon
169
Lyft
LYFT
$5.3B
$665 ﹤0.01%
+50
SPHD icon
170
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.29B
$661 ﹤0.01%
13
OXY.WS icon
171
Occidental Petroleum Corp Warrants
OXY.WS
$32.1B
$601 ﹤0.01%
14
STAG icon
172
STAG Industrial
STAG
$7.24B
$595 ﹤0.01%
16
COKE icon
173
Coca-Cola Consolidated
COKE
$12.3B
$575 ﹤0.01%
3
SWBI icon
174
Smith & Wesson
SWBI
$654M
$573 ﹤0.01%
40
LLYVK icon
175
Liberty Live Group Series C
LLYVK
$8.69B
$565 ﹤0.01%
+6