HP
Hyperion Partners Portfolio holdings
AUM
$157M
This Quarter Return
+8.66%
1 Year Return
+26.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
71.68%
Holding
63
New
63
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P Dividend ETF
SDY
|
$18.8M |
| 2 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
$9.8M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$6.76M |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$6.73M |
| 5 |
Invesco QQQ Trust
QQQ
|
$6.44M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 7.96% |
| 2 | Technology | 5.72% |
| 3 | Financials | 2.9% |
| 4 | Energy | 2.19% |
| 5 | Consumer Staples | 1.71% |
