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
$102M
AUM Growth
+$4.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$6.02M
3
+$5.96M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.18M
5
AMD icon
Advanced Micro Devices
AMD
+$4.97M

Top Sells

1
+$5.31M
2
+$4.93M
3
+$4.44M
4
CVX icon
Chevron
CVX
+$4.26M
5
DIS icon
Walt Disney
DIS
+$4.25M

Sector Composition

1 Technology 31.29%
2 Consumer Discretionary 14.15%
3 Energy 6.46%
4 Consumer Staples 4.9%
5 Financials 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$889 ﹤0.01%
32
152
$859 ﹤0.01%
224
+8
153
$821 ﹤0.01%
75
154
$803 ﹤0.01%
10
155
$732 ﹤0.01%
10
156
$716 ﹤0.01%
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+1
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$641 ﹤0.01%
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28
+1
159
$611 ﹤0.01%
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12
+1
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$601 ﹤0.01%
116
+3
162
$599 ﹤0.01%
63
+3
163
$586 ﹤0.01%
41
164
$576 ﹤0.01%
16
165
$540 ﹤0.01%
13
+1
166
$475 ﹤0.01%
31
+1
167
$449 ﹤0.01%
7
-1,100
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$387 ﹤0.01%
14
169
$376 ﹤0.01%
16
170
$368 ﹤0.01%
10
171
$334 ﹤0.01%
10
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$241 ﹤0.01%
2
173
$227 ﹤0.01%
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174
$206 ﹤0.01%
20
175
$106 ﹤0.01%
2
-11
4 5 6
7
8