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HP

Hyperion Partners Portfolio holdings

AUM $157M
1-Year Est. Return 26.73%
This Fund
S&P 500
This Quarter Est. Return
+8.03%
1 Year Est. Return
+26.73%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$157M
AUM Growth
+$16.6M
Cap. Flow
+$5.57M
Cap. Flow %
3.56%
Top 10 Hldgs %
72.81%
Holding
76
New
5
Increased
28
Reduced
35
Closed
3

Top Buys

1
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.29M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$783K
3
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$643K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$568K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$505K

Top Sells

1
A icon
Agilent Technologies
A
+$608K
2
BLK icon
Blackrock
BLK
+$272K
3
MRK icon
Merck
MRK
+$221K
4
T icon
AT&T
T
+$93.4K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$31.6K

Sector Composition

1 Technology 8.09%
2 Healthcare 3.9%
3 Financials 2.25%
4 Consumer Discretionary 1.88%
5 Energy 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRK icon
76
Merck
MRK
$298B
– –
-1,787
Closed -$221K
1 2 3
4

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