HP
Hyperion Partners Portfolio holdings
AUM
$157M
1-Year Est. Return
26.73%
1 Year Est. Return
+26.73%
AUM
$157M
AUM Growth
+$16.6M
(+12%)
Holding
76
Top Buys
| 1 | +$1.35M | |
| 2 | +$808K | |
| 3 | +$680K | |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$594K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$528K |
Top Sells
| 1 | +$608K | |
| 2 | +$272K | |
| 3 | +$221K | |
| 4 |
AT&T
T
|
+$103K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$32K |
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 | |
|---|---|---|---|---|---|---|
76
Merck
MRK
$208B
| – | – |
-1,787
|
|