HP
Hyperion Partners Portfolio holdings
AUM
$157M
1-Year Est. Return
26.73%
This Fund
S&P 500
1 Year Est. Return
+26.73%
AUM
$140M
AUM Growth
+$3.61M
(+2.6%)
Holding
78
Top Buys
| 1 | +$899K | |
| 2 | +$757K | |
| 3 | +$707K | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$495K |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$462K |
Top Sells
| 1 | +$1.25M | |
| 2 | +$626K | |
| 3 | +$413K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$385K |
| 5 |
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
|
+$303K |
Sector Composition
| 1 | Technology | 8.31% |
| 2 | Healthcare | 4.39% |
| 3 | Financials | 2.51% |
| 4 | Consumer Discretionary | 1.62% |
| 5 | Energy | 1.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Intel
INTC
$241B
| – | – |
-6,567
|
|
||
77
iShares Core S&P 500 ETF
IVV
$762B
| – | – |
-2,380
|
|
||
78
Lowe's Companies
LOW
$154B
| – | – |
-900
|
|