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
$137M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$708K
2
+$498K
3
+$416K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$324K
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$316K

Top Sells

1
+$210K
2
+$207K
3
+$186K
4
AAPL icon
Apple
AAPL
+$110K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$99.4K

Sector Composition

1 Technology 7.45%
2 Healthcare 4.94%
3 Financials 2.77%
4 Consumer Discretionary 1.91%
5 Energy 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$274K 0.2%
1,688
-25
52
$270K 0.2%
1,786
53
$262K 0.19%
2,783
54
$253K 0.19%
5,148
-173
55
$253K 0.19%
1,660
56
$247K 0.18%
875
+1
57
$237K 0.17%
4,368
-124
58
$234K 0.17%
+482
59
$229K 0.17%
900
-80
60
$226K 0.17%
1,296
-15
61
$215K 0.16%
+2,205
62
$214K 0.16%
2,877
63
$213K 0.16%
+367
64
$212K 0.16%
+1,752
65
$210K 0.15%
+2,075
66
$210K 0.15%
+1,594
67
$210K 0.15%
2,740
-246
68
$207K 0.15%
728
-739
69
$200K 0.15%
13,007
-17
70
$41.5K 0.03%
10,634
+285
71
$26.9K 0.02%
470
72
– –
-469
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