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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
+0.98%
1 Year Est. Return
+26.73%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$3.61M
(+2.6%)
Cap. Flow
+$3.03M
Cap. Flow
% of AUM
2.17%
Top 10 Holdings %
Top 10 Hldgs %
71.71%
Holding
78
New
7
Increased
51
Reduced
10
Closed
7
Top Buys
| 1 |
State Street SPDR S&P Dividend ETF
SDY
|
+$910K |
| 2 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
+$772K |
| 3 |
Invesco QQQ Trust
QQQ
|
+$664K |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$495K |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$462K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.25M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$577K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$413K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$387K |
| 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
Nike
NKE
$63.5B
| – | – |
-2,783
| Closed | -$262K |
|
|
77
Vanguard S&P 500 ETF
VOO
$985B
| – | – |
-859
| Closed | -$413K |
|
|
IBHD
78
DELISTED
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
| – | – |
-13,000
| Closed | -$303K |
|
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