MHIP
Mountain Hill Investment Partners Portfolio holdings
AUM $102M
This Quarter Return
-4.34%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$4.19M (+4%)
Cap. Flow
+$7.79M
Cap. Flow % of AUM
7.61%
Top 10 Holdings %Top 10 Hldgs %
61.74%
Holding
194
New
11
Increased
53
Reduced
22
Closed
17
Top Buys
| 1 | $6.52M | |
| 2 | $6.08M | |
| 3 | $5.15M | |
| 4 | $5.09M | |
| 5 | $4.59M |
Top Sells
| 1 | $5.07M | |
| 2 | $5.03M | |
| 3 | $4.93M | |
| 4 | $4.59M | |
| 5 | $3.9M |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $97 | ﹤0.01% | 2 | – | – | |||
| $90 | ﹤0.01% | 1 | – | – | |||
| – | – | -5 | Closed | -$422 | |||
| – | – | -148 | Closed | -$19.4K | |||
| – | – | -894 | Closed | -$67.6K | |||
| – | – | -300 | Closed | -$44.7K | |||
| – | – | -600 | Closed | -$32.1K | |||
| – | – | -273 | Closed | -$27.7K | |||
| – | – | -3,000 | Closed | -$23.6K | |||
| – | – | -296 | Closed | -$13.8K | |||
| – | – | -263 | Closed | -$26.2K | |||
| – | – | -43,315 | Closed | -$4.93M | |||
| – | – | -3 | Closed | -$675 | |||
| – | – | -4,000 | Closed | -$113K | |||
| – | – | -52 | Closed | -$21.3K | |||
| – | – | -69 | Closed | -$4.68K | |||
| – | – | -194 | Closed | -$7.46K | |||
| – | – | -3,000 | Closed | -$22.3K | |||
| – | – | -2 | Closed | -$77 |
