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HP
Hyperion Partners Portfolio holdings
AUM
$157M
1-Year Est. Return
26.73%
This Fund
S&P 500
This Quarter
Est. Return
-4.23%
1 Year Est. Return
+26.73%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$116M
AUM Growth
-$2.71M
(-2.3%)
Cap. Flow
+$2.59M
Cap. Flow
% of AUM
2.24%
Top 10 Holdings %
Top 10 Hldgs %
70.63%
Holding
68
New
3
Increased
31
Reduced
14
Closed
4
Top Buys
| 1 |
State Street SPDR S&P Dividend ETF
SDY
|
+$368K |
| 2 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
+$355K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$341K |
| 4 |
Invesco QQQ Trust
QQQ
|
+$304K |
| 5 |
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
|
+$300K |
Top Sells
| 1 |
RTX Corp
RTX
|
+$216K |
| 2 |
Chipotle Mexican Grill
CMG
|
+$214K |
| 3 |
PPL
PPL Corp
PPL
|
+$201K |
| 4 |
NVIDIA
NVDA
|
+$34.9K |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$33.9K |
Sector Composition
| 1 | Technology | 7.79% |
| 2 | Healthcare | 5.66% |
| 3 | Financials | 2.74% |
| 4 | Consumer Discretionary | 2.18% |
| 5 | Energy | 2.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
UnitedHealth
UNH
$386B
| $573K | 0.49% |
1,137
| – | – |
|
27
Tesla
TSLA
$1.49T
| $548K | 0.47% |
2,191
| – | – |
|
28
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
| $515K | 0.45% |
7,136
| – | – |
|
29
Agilent Technologies
A
$38.2B
| $501K | 0.43% |
4,482
| – | – |
|
|
30
NVIDIA
NVDA
$5.13T
| $496K | 0.43% |
11,410
-780
| -6% | -$34.9K |
|
31
Bristol-Myers Squibb
BMY
$116B
| $491K | 0.42% |
8,456
-39
| -0.5% | -$2.39K |
|
32
Verizon
VZ
$177B
| $483K | 0.42% |
14,909
-17
| -0.1% | -$574 |
|
33
PepsiCo
PEP
$185B
| $481K | 0.41% |
2,836
-14
| -0.5% | -$2.54K |
|
34
Costco
COST
$409B
| $458K | 0.4% |
811
| – | – |
|
35
AT&T
T
$148B
| $442K | 0.38% |
29,453
+43
| +0.1% | +$630 |
|
36
Amgen
AMGN
$192B
| $394K | 0.34% |
1,467
+51
| +4% | +$12.7K |
|
37
Paychex
PAYX
$38.9B
| $394K | 0.34% |
3,414
| – | – |
|
38
McDonald's
MCD
$191B
| $391K | 0.34% |
1,485
-9
| -0.6% | -$2.57K |
|
39
Mastercard
MA
$475B
| $381K | 0.33% |
962
-25
| -3% | -$10K |
|
40
Accenture
ACN
$82.3B
| $351K | 0.3% |
1,143
| – | – |
|
41
Salesforce
CRM
$137B
| $337K | 0.29% |
1,661
| – | – |
|
42
Coca-Cola
KO
$357B
| $334K | 0.29% |
5,971
| – | – |
|
43
Vanguard S&P 500 ETF
VOO
$985B
| $332K | 0.29% |
847
| – | – |
|
44
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.08B
| $305K | 0.26% |
4,162
+10
| +0.2% | +$771 |
|
|
IBHD
45
DELISTED
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
| $302K | 0.26% |
+13,000
| New | +$300K |
|
46
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
| $295K | 0.26% |
+7,200
| New | +$297K |
|
47
Honeywell
HON
$70.6B
| $295K | 0.25% |
1,695
-27
| -2% | -$4.94K |
|
48
AbbVie
ABBV
$432B
| $294K | 0.25% |
1,975
-10
| -0.5% | -$1.47K |
|
49
Nike
NKE
$63.5B
| $293K | 0.25% |
3,066
+39
| +1% | +$4.01K |
|
50
Home Depot
HD
$337B
| $286K | 0.25% |
946
+63
| +7% | +$20.3K |
|
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