MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $119M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$6.87M
3
+$6.66M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.48M
5
TGT icon
Target
TGT
+$6.46M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 21.6%
2 Energy 14.43%
3 Technology 9.65%
4 Consumer Staples 6.67%
5 Healthcare 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.54M 8.69%
+14,500
2
$6.87M 7%
+694,180
3
$6.66M 6.78%
+30,354
4
$6.48M 6.6%
+206,095
5
$6.46M 6.58%
+47,777
6
$5.76M 5.87%
+108,111
7
$5.07M 5.16%
+66,986
8
$5.06M 5.15%
+45,435
9
$4.99M 5.08%
+130,150
10
$4.93M 5.03%
+43,315
11
$4.79M 4.88%
+106,291
12
$3.95M 4.02%
+27,250
13
$3.89M 3.96%
+79,720
14
$3.35M 3.41%
+74,620
15
$2.7M 2.75%
+134,784
16
$2.31M 2.36%
+9,956
17
$2.27M 2.31%
+182,077
18
$1.74M 1.77%
+7,235
19
$1.36M 1.39%
+102,500
20
$1.13M 1.15%
+125,011
21
$846K 0.86%
+6,302
22
$561K 0.57%
+979
23
$545K 0.56%
+500,175
24
$481K 0.49%
+2,708
25
$413K 0.42%
+48,682
1
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