We are live on
!
Find out more
HP
Hyperion Partners Portfolio holdings
AUM
$157M
1-Year Est. Return
26.73%
This Fund
S&P 500
This Quarter
Est. Return
+0.98%
1 Year Est. Return
+26.73%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$3.61M
(+2.6%)
Cap. Flow
+$3.03M
Cap. Flow
% of AUM
2.17%
Top 10 Holdings %
Top 10 Hldgs %
71.71%
Holding
78
New
7
Increased
51
Reduced
10
Closed
7
Top Buys
| 1 |
State Street SPDR S&P Dividend ETF
SDY
|
+$910K |
| 2 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
+$772K |
| 3 |
Invesco QQQ Trust
QQQ
|
+$664K |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$495K |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$462K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.25M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$577K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$413K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$387K |
| 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 | |
|---|---|---|---|---|---|---|
26
Tesla
TSLA
$1.49T
| $605K | 0.43% |
3,056
-110
| -3% | -$19.2K |
|
27
Chevron
CVX
$362B
| $587K | 0.42% |
3,756
+17
| +0.5% | +$2.71K |
|
28
Cisco
CSCO
$462B
| $582K | 0.42% |
12,255
+76
| +0.6% | +$3.61K |
|
29
UnitedHealth
UNH
$386B
| $554K | 0.4% |
1,087
+8
| +0.7% | +$3.92K |
|
30
Verizon
VZ
$177B
| $520K | 0.37% |
12,609
-173
| -1% | -$6.97K |
|
31
AT&T
T
$148B
| $502K | 0.36% |
26,274
+113
| +0.4% | +$1.97K |
|
32
PepsiCo
PEP
$185B
| $456K | 0.33% |
2,767
+21
| +0.8% | +$3.62K |
|
33
Alphabet (Google) Class A
GOOGL
$4.39T
| $434K | 0.31% |
2,383
+597
| +33% | +$101K |
|
34
Salesforce
CRM
$137B
| $427K | 0.3% |
1,660
+9
| +0.5% | +$2.41K |
|
35
Mastercard
MA
$475B
| $423K | 0.3% |
958
-34
| -3% | -$15.5K |
|
36
Paychex
PAYX
$38.9B
| $401K | 0.29% |
3,383
+78
| +2% | +$9.53K |
|
37
Vanguard Total International Bond ETF
BNDX
$82.2B
| $391K | 0.28% |
8,032
+2,884
| +56% | +$140K |
|
38
Coca-Cola
KO
$357B
| $370K | 0.26% |
5,806
+153
| +3% | +$9.47K |
|
39
United Parcel Service
UPS
$96.6B
| $365K | 0.26% |
+2,668
| New | +$382K |
|
40
Oracle
ORCL
$369B
| $362K | 0.26% |
2,567
+123
| +5% | +$15.3K |
|
41
ProShares Investment Grade-Interest Rate Hedged
IGHG
$321M
| $355K | 0.25% |
4,656
+1,916
| +70% | +$147K |
|
42
AbbVie
ABBV
$432B
| $351K | 0.25% |
2,044
+181
| +10% | +$30K |
|
43
IBM
IBM
$204B
| $348K | 0.25% |
2,014
+9
| +0.4% | +$1.56K |
|
44
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.08B
| $344K | 0.25% |
4,008
+50
| +1% | +$4.27K |
|
45
Accenture
ACN
$82.3B
| $343K | 0.25% |
1,132
+6
| +0.5% | +$1.84K |
|
46
Honeywell
HON
$70.6B
| $340K | 0.24% |
1,690
+24
| +1% | +$4.57K |
|
|
47
Alphabet (Google) Class C
GOOG
$4.36T
| $339K | 0.24% |
1,847
+187
| +11% | +$31.8K |
|
|
48
Berkshire Hathaway Class B
BRK.B
$1.06T
| $330K | 0.24% |
812
-946
| -54% | -$387K |
|
49
Home Depot
HD
$337B
| $325K | 0.23% |
945
-50
| -5% | -$17.1K |
|
|
P
50
Everpure Inc
P
$25.6B
| $325K | 0.23% |
+5,056
| New | +$293K |
|
Similar funds
JCA
PCMC
LAM
FAM
ASI
VF
GCIM
SGEFP