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
$114M
AUM Growth
-$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$7.84M
3 +$5.74M
4
DOW icon
Dow Inc
DOW
+$5.7M
5
CRM icon
Salesforce
CRM
+$5.63M

Top Sells

1 +$12.1M
2 +$10M
3 +$8.18M
4
AMD icon
Advanced Micro Devices
AMD
+$6.88M
5
UBER icon
Uber
UBER
+$6.83M

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
ENB icon
176
Enbridge
ENB
$106B
$1.42K ﹤0.01%
28
FHLC icon
177
Fidelity MSCI Health Care Index ETF
FHLC
$2.83B
$1.34K ﹤0.01%
20
EPD icon
178
Enterprise Products Partners
EPD
$72.4B
$1.24K ﹤0.01%
40
+1
FDX icon
179
FedEx
FDX
$74B
$1.18K ﹤0.01%
+5
VO icon
180
Vanguard Mid-Cap ETF
VO
$94.1B
$1.18K ﹤0.01%
4
AGNC icon
181
AGNC Investment
AGNC
$13.3B
$1.18K ﹤0.01%
120
+4
WPC icon
182
W.P. Carey
WPC
$14.9B
$1.13K ﹤0.01%
17
RXT icon
183
Rackspace Technology
RXT
$173M
$1.13K ﹤0.01%
800
MO icon
184
Altria Group
MO
$106B
$1.08K ﹤0.01%
16
IYZ icon
185
iShares US Telecommunications ETF
IYZ
$692M
$1.06K ﹤0.01%
33
XLE icon
186
State Street Energy Select Sector SPDR ETF
XLE
$30.9B
$1.03K ﹤0.01%
24
+2
JEPI icon
187
JPMorgan Equity Premium Income ETF
JEPI
$42.8B
$1K ﹤0.01%
18
+1
SO icon
188
Southern Company
SO
$97.3B
$1K ﹤0.01%
11
+1
AIPI
189
REX AI Equity Premium Income ETF
AIPI
$405M
$892 ﹤0.01%
+21
NXDT
190
NexPoint Diversified Real Estate Trust
NXDT
$230M
$891 ﹤0.01%
242
+9
NEE icon
191
NextEra Energy
NEE
$182B
$792 ﹤0.01%
10
HFRO
192
Highland Opportunities and Income Fund
HFRO
$343M
$765 ﹤0.01%
121
+3
SPYD icon
193
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.42B
$760 ﹤0.01%
+17
ADC icon
194
Agree Realty
ADC
$8.17B
$755 ﹤0.01%
11
HRL icon
195
Hormel Foods
HRL
$13.5B
$742 ﹤0.01%
+30
AIQ icon
196
Global X Artificial Intelligence & Technology ETF
AIQ
$8.06B
$741 ﹤0.01%
+15
SPHD icon
197
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.09B
$643 ﹤0.01%
13
ARCC icon
198
Ares Capital
ARCC
$14.5B
$597 ﹤0.01%
29
ARLP icon
199
Alliance Resource Partners
ARLP
$3.12B
$595 ﹤0.01%
24
+1
STAG icon
200
STAG Industrial
STAG
$6.84B
$575 ﹤0.01%
16