HP

Hyperion Partners Portfolio holdings

AUM $157M
1-Year Est. Return 26.73%
This Quarter Est. Return
1 Year Est. Return
+26.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$9.8M
3
+$6.76M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.73M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.44M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 7.96%
2 Technology 5.72%
3 Financials 2.9%
4 Energy 2.19%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$550K 0.53%
+29,878
27
$548K 0.52%
+3,053
28
$527K 0.5%
+3,263
29
$514K 0.49%
+2,847
30
$488K 0.47%
+7,141
31
$458K 0.44%
+1,482
32
$393K 0.38%
+3,401
33
$381K 0.36%
+835
34
$371K 0.35%
+1,414
35
$371K 0.35%
+5,834
36
$367K 0.35%
+1,392
37
$362K 0.35%
+942
38
$342K 0.33%
+1,597
39
$333K 0.32%
+3,966
40
$316K 0.3%
+4,379
41
$305K 0.29%
+1,143
42
$298K 0.28%
+847
43
$296K 0.28%
+6,243
44
$282K 0.27%
+810
45
$280K 0.27%
+1,989
46
$278K 0.27%
+881
47
$270K 0.26%
+1,780
48
$261K 0.25%
+5,102
49
$256K 0.24%
+1,040
50
$256K 0.24%
+2,746
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