MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $169M
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
176
$97 ﹤0.01%
4
177
$90 ﹤0.01%
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