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
1
$11.7M 10.27%
253,412
+237,602
2
$10.4M 9.16%
15,613
-868
3
$9.87M 8.65%
52,910
+4,050
4
$8.39M 7.35%
100,414
+93,830
5
$6.85M 6%
216,526
+4,977
6
$6.78M 5.94%
30,862
-3,757
7
$5.89M 5.16%
134,974
-200
8
$5.74M 5.03%
+140,264
9
$5.7M 5%
+248,620
10
$5.63M 4.94%
+23,771
11
$5.52M 4.84%
102,550
-200
12
$4.68M 4.1%
139,469
-200
13
$4.46M 3.91%
129,900
14
$2.91M 2.55%
20,630
-3,476
15
$1.94M 1.7%
7,641
-866
16
$1.92M 1.68%
202,820
-49,988
17
$1.79M 1.57%
180,431
-686
18
$1.78M 1.56%
86,812
+45,000
19
$1.1M 0.96%
137,719
+81,500
20
$644K 0.56%
2,780
+125
21
$637K 0.56%
800
22
$552K 0.48%
13,662
23
$542K 0.48%
21,438
24
$501K 0.44%
3,500
25
$451K 0.4%
11,000
1
2 3 4 5