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
$116M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$347K
2
+$336K
3
+$328K
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$302K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$295K

Top Sells

1
+$216K
2
+$214K
3
+$201K
4
NVDA icon
NVIDIA
NVDA
+$33.9K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$32.4K

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
$573K 0.49%
1,137
27
$548K 0.47%
2,191
28
$515K 0.45%
7,136
29
$501K 0.43%
4,482
30
$496K 0.43%
11,410
-780
31
$491K 0.42%
8,456
-39
32
$483K 0.42%
14,909
-17
33
$481K 0.41%
2,836
-14
34
$458K 0.4%
811
35
$442K 0.38%
29,453
+43
36
$394K 0.34%
1,467
+51
37
$394K 0.34%
3,414
38
$391K 0.34%
1,485
-9
39
$381K 0.33%
962
-25
40
$351K 0.3%
1,143
41
$337K 0.29%
1,661
42
$334K 0.29%
5,971
43
$332K 0.29%
847
44
$305K 0.26%
4,162
+10
45
$302K 0.26%
+13,000
46
$295K 0.26%
+7,200
47
$295K 0.25%
1,598
-25
48
$294K 0.25%
1,975
-10
49
$293K 0.25%
3,066
+39
50
$286K 0.25%
946
+63
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