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
$137M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$708K
2
+$498K
3
+$416K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$324K
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$316K

Top Sells

1
+$210K
2
+$207K
3
+$186K
4
AAPL icon
Apple
AAPL
+$110K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$99.4K

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
$675K 0.49%
7,401
+234
27
$608K 0.45%
12,179
-147
28
$590K 0.43%
3,739
+6
29
$557K 0.41%
3,166
+397
30
$536K 0.39%
12,782
-280
31
$534K 0.39%
1,079
-28
32
$523K 0.38%
714
-83
33
$497K 0.36%
1,651
-10
34
$481K 0.35%
2,746
-38
35
$478K 0.35%
992
+207
36
$460K 0.34%
26,161
-17
37
$413K 0.3%
859
38
$406K 0.3%
3,305
39
$390K 0.29%
1,126
40
$383K 0.28%
2,005
+3
41
$382K 0.28%
995
-74
42
$346K 0.25%
5,653
-13
43
$345K 0.25%
3,958
-99
44
$339K 0.25%
1,863
+2
45
$322K 0.24%
1,570
46
$307K 0.22%
2,444
-8
47
$303K 0.22%
13,000
48
$290K 0.21%
+6,567
49
$288K 0.21%
346
-10
50
$279K 0.2%
1,413
+2
1
2
3