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
$111M
AUM Growth
+$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$488K
3
+$287K
4
NVDA icon
NVIDIA
NVDA
+$277K
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$236K

Top Sells

1
+$208K
2
+$104K
3
+$54K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$50.9K
5
HIO
Western Asset High Income Opportunity Fund
HIO
+$47.4K

Sector Composition

1 Technology 7.48%
2 Healthcare 6.57%
3 Financials 2.63%
4 Energy 2.04%
5 Consumer Staples 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$565K 0.51%
29,375
-503
27
$537K 0.48%
1,137
+36
28
$519K 0.47%
2,848
+1
29
$510K 0.46%
7,125
-16
30
$464K 0.42%
4,492
+526
31
$458K 0.41%
1,482
32
$418K 0.38%
1,493
+101
33
$415K 0.37%
835
34
$392K 0.35%
1,891
35
$391K 0.35%
3,414
+13
36
$387K 0.35%
943
+1
37
$370K 0.33%
5,971
+137
38
$361K 0.32%
992
+182
39
$342K 0.31%
1,415
+1
40
$327K 0.29%
1,143
41
$321K 0.29%
1,608
42
$318K 0.29%
847
43
$316K 0.28%
4,280
-99
44
$312K 0.28%
1,956
-1,307
45
$305K 0.27%
1,597
46
$277K 0.25%
+9,990
47
$269K 0.24%
1,807
+27
48
$262K 0.24%
1,406
+17
49
$261K 0.23%
1,993
+4
50
$260K 0.23%
882
+1
1
2
3