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
$140M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$899K
2
+$757K
3
+$707K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$495K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$462K

Top Sells

1
+$1.25M
2
+$626K
3
+$413K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$385K
5
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$303K

Sector Composition

1 Technology 8.31%
2 Healthcare 4.39%
3 Financials 2.51%
4 Consumer Discretionary 1.62%
5 Energy 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.61T
$605K 0.43%
3,056
-110
CVX icon
27
Chevron
CVX
$295B
$587K 0.42%
3,756
+17
CSCO icon
28
Cisco
CSCO
$304B
$582K 0.42%
12,255
+76
UNH icon
29
UnitedHealth
UNH
$297B
$554K 0.4%
1,087
+8
VZ icon
30
Verizon
VZ
$170B
$520K 0.37%
12,609
-173
T icon
31
AT&T
T
$172B
$502K 0.36%
26,274
+113
PEP icon
32
PepsiCo
PEP
$204B
$456K 0.33%
2,767
+21
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$3.65T
$434K 0.31%
2,383
+597
CRM icon
34
Salesforce
CRM
$242B
$427K 0.3%
1,660
+9
MA icon
35
Mastercard
MA
$508B
$423K 0.3%
958
-34
PAYX icon
36
Paychex
PAYX
$41.1B
$401K 0.29%
3,383
+78
BNDX icon
37
Vanguard Total International Bond ETF
BNDX
$72.3B
$391K 0.28%
8,032
+2,884
KO icon
38
Coca-Cola
KO
$303B
$370K 0.26%
5,806
+153
UPS icon
39
United Parcel Service
UPS
$86.6B
$365K 0.26%
+2,668
ORCL icon
40
Oracle
ORCL
$517B
$362K 0.26%
2,567
+123
IGHG icon
41
ProShares Investment Grade-Interest Rate Hedged
IGHG
$277M
$355K 0.25%
4,656
+1,916
ABBV icon
42
AbbVie
ABBV
$394B
$351K 0.25%
2,044
+181
IBM icon
43
IBM
IBM
$281B
$348K 0.25%
2,014
+9
SLYG icon
44
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.65B
$344K 0.25%
4,008
+50
ACN icon
45
Accenture
ACN
$166B
$343K 0.25%
1,132
+6
HON icon
46
Honeywell
HON
$126B
$340K 0.24%
1,593
+23
GOOG icon
47
Alphabet (Google) Class C
GOOG
$3.67T
$339K 0.24%
1,847
+187
BRK.B icon
48
Berkshire Hathaway Class B
BRK.B
$1.09T
$330K 0.24%
812
-946
HD icon
49
Home Depot
HD
$353B
$325K 0.23%
945
-50
PSTG icon
50
Pure Storage
PSTG
$22.1B
$325K 0.23%
+5,056
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