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
HRL icon
176
Hormel Foods
HRL
$12.8B
$1.19K ﹤0.01%
50
+20
IYZ icon
177
iShares US Telecommunications ETF
IYZ
$828M
$1.12K ﹤0.01%
33
WPC icon
178
W.P. Carey
WPC
$16.3B
$1.09K ﹤0.01%
17
XLE icon
179
State Street Energy Select Sector SPDR ETF
XLE
$38.4B
$1.04K ﹤0.01%
23
-1
JEPI icon
180
JPMorgan Equity Premium Income ETF
JEPI
$43.9B
$1.02K ﹤0.01%
18
NXDT
181
NexPoint Diversified Real Estate Trust
NXDT
$233M
$961 ﹤0.01%
251
+9
MO icon
182
Altria Group
MO
$112B
$954 ﹤0.01%
17
+1
SO icon
183
Southern Company
SO
$108B
$929 ﹤0.01%
11
AIPI
184
REX AI Equity Premium Income ETF
AIPI
$381M
$927 ﹤0.01%
23
+2
NEE icon
185
NextEra Energy
NEE
$191B
$848 ﹤0.01%
11
+1
RXT icon
186
Rackspace Technology
RXT
$478M
$777 ﹤0.01%
800
ADC icon
187
Agree Realty
ADC
$9.66B
$773 ﹤0.01%
11
AIQ icon
188
Global X Artificial Intelligence & Technology ETF
AIQ
$7.75B
$763 ﹤0.01%
15
SPYD icon
189
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.29B
$747 ﹤0.01%
17
HFRO
190
Highland Opportunities and Income Fund
HFRO
$328M
$734 ﹤0.01%
123
+2
MGM icon
191
MGM Resorts International
MGM
$8.95B
$730 ﹤0.01%
+20
FLUT icon
192
Flutter Entertainment
FLUT
$18.8B
$645 ﹤0.01%
+3
SPHD icon
193
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.35B
$632 ﹤0.01%
13
ARCC icon
194
Ares Capital
ARCC
$13.3B
$606 ﹤0.01%
30
+1
STAG icon
195
STAG Industrial
STAG
$7.33B
$604 ﹤0.01%
16
ARLP icon
196
Alliance Resource Partners
ARLP
$3.52B
$560 ﹤0.01%
24
NNN icon
197
NNN REIT
NNN
$8.6B
$524 ﹤0.01%
13
ISPY icon
198
ProShares S&P 500 High Income ETF
ISPY
$1.2B
$463 ﹤0.01%
10
COKE icon
199
Coca-Cola Consolidated
COKE
$13.8B
$460 ﹤0.01%
+3
OCSL icon
200
Oaktree Specialty Lending
OCSL
$997M
$431 ﹤0.01%
34
+1