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
$126M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$273K
2
+$232K
3
+$218K
4
SPGI icon
S&P Global
SPGI
+$207K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$202K

Top Sells

1
+$566K
2
+$295K
3
+$248K
4
JPM icon
JPMorgan Chase
JPM
+$235K
5
TJX icon
TJX Companies
TJX
+$225K

Sector Composition

1 Technology 7.41%
2 Healthcare 5.14%
3 Financials 2.81%
4 Consumer Discretionary 1.95%
5 Energy 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$618K 0.49%
4,066
-479
27
$583K 0.46%
1,107
-30
28
$568K 0.45%
7,167
+31
29
$567K 0.45%
11,450
+40
30
$557K 0.44%
3,733
+17
31
$526K 0.42%
797
-14
32
$492K 0.39%
13,062
-1,847
33
$473K 0.37%
2,784
-52
34
$439K 0.35%
26,178
-3,275
35
$437K 0.35%
1,661
36
$423K 0.33%
1,467
37
$395K 0.31%
1,126
-17
38
$394K 0.31%
3,305
-109
39
$375K 0.3%
859
+12
40
$370K 0.29%
1,069
+123
41
$339K 0.27%
4,057
-105
42
$335K 0.27%
785
-177
43
$334K 0.26%
5,666
-305
44
$329K 0.26%
1,570
-28
45
$327K 0.26%
2,002
+3
46
$302K 0.24%
2,783
-283
47
$302K 0.24%
13,000
48
$289K 0.23%
356
+3
49
$288K 0.23%
1,861
-114
50
$263K 0.21%
5,321
+183
1
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3