MHIP

Mountain Hill Investment Partners Portfolio holdings

AUM $140M
1-Year Est. Return 15.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.14%
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
1
$8.51M 8.31%
15,143
+643
2
$7.17M 7%
714,583
+20,403
3
$6.62M 6.47%
34,819
+4,465
4
$6.52M 6.37%
+84,200
5
$6.45M 6.31%
210,049
+3,954
6
$6.16M 6.01%
84,500
+83,500
7
$5.78M 5.64%
53,312
+47,010
8
$5.48M 5.35%
131,050
+900
9
$5.37M 5.24%
136,172
+2,200
10
$5.15M 5.03%
+103,300
11
$4.9M 4.79%
46,978
-799
12
$4.6M 4.49%
44,730
+44,690
13
$3.73M 3.64%
79,320
-400
14
$3.35M 3.28%
82,941
-23,350
15
$3.09M 3.02%
136,169
+1,385
16
$2.22M 2.17%
21,482
+1,570
17
$1.7M 1.66%
7,654
+419
18
$1.59M 1.55%
182,077
19
$1.32M 1.28%
+27,626
20
$1.15M 1.12%
125,023
+12
21
$929K 0.91%
+31,812
22
$680K 0.66%
50,018
23
$581K 0.57%
5,885
-39,550
24
$560K 0.55%
+3,500
25
$556K 0.54%
2,655
-53
1
2 3 4 5