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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
+5.67%
1 Year Est. Return
+26.73%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$137M
AUM Growth
+$10.3M
(+8.1%)
Cap. Flow
+$3.89M
Cap. Flow
% of AUM
2.85%
Top 10 Holdings %
Top 10 Hldgs %
70.67%
Holding
72
New
7
Increased
25
Reduced
29
Closed
1
Top Buys
Top Sells
| 1 |
Amgen
AMGN
|
+$216K |
| 2 |
S&P Global
SPGI
|
+$207K |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$178K |
| 4 |
Apple
AAPL
|
+$116K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$94.6K |
Sector Composition
| 1 | Technology | 7.45% |
| 2 | Healthcare | 4.94% |
| 3 | Financials | 2.77% |
| 4 | Consumer Discretionary | 1.91% |
| 5 | Energy | 1.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
| $675K | 0.49% |
7,401
+234
| +3% | +$19.5K |
|
27
Cisco
CSCO
$462B
| $608K | 0.45% |
12,179
-147
| -1% | -$7.33K |
|
28
Chevron
CVX
$362B
| $590K | 0.43% |
3,739
+6
| +0.2% | +$905 |
|
29
Tesla
TSLA
$1.49T
| $557K | 0.41% |
3,166
+397
| +14% | +$77.6K |
|
30
Verizon
VZ
$177B
| $536K | 0.39% |
12,782
-280
| -2% | -$11.3K |
|
31
UnitedHealth
UNH
$386B
| $534K | 0.39% |
1,079
-28
| -3% | -$14.2K |
|
32
Costco
COST
$409B
| $523K | 0.38% |
714
-83
| -10% | -$59.3K |
|
33
Salesforce
CRM
$137B
| $497K | 0.36% |
1,651
-10
| -0.6% | -$2.88K |
|
34
PepsiCo
PEP
$185B
| $481K | 0.35% |
2,746
-38
| -1% | -$6.4K |
|
35
Mastercard
MA
$475B
| $478K | 0.35% |
992
+207
| +26% | +$94.6K |
|
36
AT&T
T
$148B
| $460K | 0.34% |
26,161
-17
| -0.1% | -$290 |
|
37
Vanguard S&P 500 ETF
VOO
$985B
| $413K | 0.3% |
859
| – | – |
|
38
Paychex
PAYX
$38.9B
| $406K | 0.3% |
3,305
| – | – |
|
39
Accenture
ACN
$82.3B
| $390K | 0.29% |
1,126
| – | – |
|
40
IBM
IBM
$204B
| $383K | 0.28% |
2,005
+3
| +0.1% | +$547 |
|
41
Home Depot
HD
$337B
| $382K | 0.28% |
995
-74
| -7% | -$27K |
|
42
Coca-Cola
KO
$357B
| $346K | 0.25% |
5,653
-13
| -0.2% | -$781 |
|
43
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.08B
| $345K | 0.25% |
3,958
-99
| -2% | -$8.25K |
|
44
AbbVie
ABBV
$432B
| $339K | 0.25% |
1,863
+2
| +0.1% | +$345 |
|
45
Honeywell
HON
$70.6B
| $322K | 0.24% |
1,666
| – | – |
|
46
Oracle
ORCL
$369B
| $307K | 0.22% |
2,444
-8
| -0.3% | -$916 |
|
|
IBHD
47
DELISTED
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
| $303K | 0.22% |
13,000
| – | – |
|
48
Intel
INTC
$542B
| $290K | 0.21% |
+6,567
| New | +$293K |
|
49
Blackrock
BLK
$159B
| $288K | 0.21% |
346
-10
| -3% | -$8.03K |
|
50
Vanguard Russell 2000 Growth ETF
VTWG
$1.51B
| $279K | 0.2% |
1,413
+2
| +0.1% | +$372 |
|
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