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
$111M
AUM Growth
+$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$488K
3
+$287K
4
NVDA icon
NVIDIA
NVDA
+$277K
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$236K

Top Sells

1
+$208K
2
+$104K
3
+$54K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$50.9K
5
HIO
Western Asset High Income Opportunity Fund
HIO
+$47.4K

Sector Composition

1 Technology 7.48%
2 Healthcare 6.57%
3 Financials 2.63%
4 Energy 2.04%
5 Consumer Staples 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$251K 0.23%
5,140
-1,103
52
$249K 0.22%
2,027
+283
53
$236K 0.21%
353
54
$232K 0.21%
1,403
+3
55
$229K 0.21%
3,184
-185
56
$219K 0.2%
1,040
57
$216K 0.19%
+2,326
58
$216K 0.19%
2,205
59
$215K 0.19%
+2,063
60
$214K 0.19%
372
+7
61
$211K 0.19%
7,606
+3
62
$209K 0.19%
5,115
+13
63
$207K 0.19%
2,788
+42
64
$164K 0.15%
13,007
65
$31.6K 0.03%
23,223
+2,800
66
– –
-12,000
1 2
3