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
B
151
Barrick Mining
B
$64.4B
$2.38K ﹤0.01%
73
+1
O icon
152
Realty Income
O
$57B
$2.38K ﹤0.01%
39
UNP icon
153
Union Pacific
UNP
$142B
$2.36K ﹤0.01%
+10
VPU icon
154
Vanguard Utilities ETF
VPU
$8.54B
$2.32K ﹤0.01%
12
QQQM icon
155
Invesco NASDAQ 100 ETF
QQQM
$66B
$2.29K ﹤0.01%
9
MCHI icon
156
iShares MSCI China ETF
MCHI
$6.51B
$2.22K ﹤0.01%
34
VTV icon
157
Vanguard Value ETF
VTV
$162B
$2.08K ﹤0.01%
11
CIVI
158
DELISTED
Civitas Resources
CIVI
$2.03K ﹤0.01%
62
HDV
159
iShares Core High Dividend ETF
HDV
$13.5B
$1.98K ﹤0.01%
16
MTB icon
160
M&T Bank
MTB
$29.9B
$1.98K ﹤0.01%
+10
KD icon
161
Kyndryl
KD
$2.83B
$1.95K ﹤0.01%
+65
ABR icon
162
Arbor Realty Trust
ABR
$1.42B
$1.94K ﹤0.01%
159
+4
DUK icon
163
Duke Energy
DUK
$102B
$1.9K ﹤0.01%
15
KIO
164
KKR Income Opportunities Fund
KIO
$437M
$1.87K ﹤0.01%
148
+4
QQQJ icon
165
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$812M
$1.86K ﹤0.01%
52
AGG icon
166
iShares Core US Aggregate Bond ETF
AGG
$139B
$1.84K ﹤0.01%
18
SCHD icon
167
Schwab US Dividend Equity ETF
SCHD
$83.9B
$1.82K ﹤0.01%
67
+1
JEPQ icon
168
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$32.9B
$1.8K ﹤0.01%
31
QYLD icon
169
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.87B
$1.77K ﹤0.01%
104
+3
HE icon
170
Hawaiian Electric Industries
HE
$2.55B
$1.66K ﹤0.01%
150
+75
EPR icon
171
EPR Properties
EPR
$3.77B
$1.65K ﹤0.01%
28
LNC icon
172
Lincoln National
LNC
$6.48B
$1.61K ﹤0.01%
+40
KMI icon
173
Kinder Morgan
KMI
$74.9B
$1.52K ﹤0.01%
54
+1
LOAN
174
Manhattan Bridge Capital
LOAN
$50.4M
$1.49K ﹤0.01%
272
+5
COP icon
175
ConocoPhillips
COP
$162B
$1.44K ﹤0.01%
15
5 6
7
8 9