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
151
$962 ﹤0.01%
10
152
$938 ﹤0.01%
16
153
$862 ﹤0.01%
41
154
$797 ﹤0.01%
75
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$768 ﹤0.01%
11
+1
156
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10
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+1
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+2
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$613 ﹤0.01%
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23
+1
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$585 ﹤0.01%
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+4
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$523 ﹤0.01%
+54
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10
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32
+1
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$396 ﹤0.01%
10
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171
$256 ﹤0.01%
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2
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$201 ﹤0.01%
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174
$183 ﹤0.01%
+10
175
$141 ﹤0.01%
4
4 5 6
7
8