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
$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
201
$555 ﹤0.01%
13
202
$453 ﹤0.01%
+10
203
$428 ﹤0.01%
33
+1
204
$357 ﹤0.01%
14
205
$323 ﹤0.01%
+5
206
$281 ﹤0.01%
+5
207
$270 ﹤0.01%
+5
208
$268 ﹤0.01%
20
209
$264 ﹤0.01%
2
210
$226 ﹤0.01%
+5
211
$183 ﹤0.01%
+10
212
$176 ﹤0.01%
4
213
$174 ﹤0.01%
10
214
$152 ﹤0.01%
4
215
$103 ﹤0.01%
2
216
$102 ﹤0.01%
1
-46,287
217
$74 ﹤0.01%
+1
218
$67 ﹤0.01%
1
-15
219
$35 ﹤0.01%
+1
220
$23 ﹤0.01%
2
-711,182
221
– –
-10
222
– –
-231
223
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-4
224
– –
-1
225
– –
-216
6 7 8
9
10