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
$116M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$347K
2
+$336K
3
+$328K
4
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$302K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$295K

Top Sells

1
+$216K
2
+$214K
3
+$201K
4
NVDA icon
NVIDIA
NVDA
+$33.9K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$32.4K

Sector Composition

1 Technology 7.79%
2 Healthcare 5.66%
3 Financials 2.74%
4 Consumer Discretionary 2.18%
5 Energy 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$281K 0.24%
1,999
+3
52
$268K 0.23%
2,033
-16
53
$266K 0.23%
1,821
+14
54
$246K 0.21%
5,138
+22
55
$243K 0.21%
2,297
-17
56
$230K 0.2%
1,755
57
$230K 0.2%
1,408
+3
58
$228K 0.2%
353
59
$225K 0.19%
2,526
60
$218K 0.19%
2,948
-141
61
$218K 0.19%
1,371
-35
62
$204K 0.18%
980
63
$180K 0.16%
13,007
64
$36.6K 0.03%
+10,060
65
– –
-5,000
66
– –
-7,609
67
– –
-2,205
68
– –
-25,723
1 2
3