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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$9.8M
3
+$6.76M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.73M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.44M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 7.96%
2 Technology 5.72%
3 Financials 2.9%
4 Energy 2.19%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$250K 0.24%
+353
52
$240K 0.23%
+3,369
53
$233K 0.22%
+1,891
54
$229K 0.22%
+1,389
55
$223K 0.21%
+2,205
56
$222K 0.21%
+7,603
57
$218K 0.21%
+1,400
58
$213K 0.2%
+1,608
59
$204K 0.19%
+1,744
60
$201K 0.19%
+365
61
$150K 0.14%
+13,007
62
$47.4K 0.05%
+12,000
63
$43.9K 0.04%
+20,423
1 2
3