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HCA

Hyperion Capital Advisors Portfolio holdings

AUM $208M
1-Year Est. Return 10.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.78M
3
+$8.3M
4
ZTS icon
Zoetis
ZTS
+$8.26M
5
AON icon
Aon
AON
+$7.64M

Top Sells

1
+$8.74M
2
+$5.91M
3
+$5.19M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$3.08M
5
VERX icon
Vertex
VERX
+$2.65M

Sector Composition

1 Healthcare 29.32%
2 Communication Services 24.55%
3 Technology 14.76%
4 Financials 14.41%
5 Industrials 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.36T
$18.7M 8.99%
64,909
+8,349
ICLR icon
2
Icon
ICLR
$11.1B
$15.8M 7.59%
142,455
+76,434
GOOG icon
3
Alphabet (Google) Class C
GOOG
$4.35T
$15.1M 7.26%
52,542
-16,512
ELV icon
4
Elevance Health
ELV
$87.9B
$14.9M 7.15%
50,757
-886
GMED icon
5
Globus Medical
GMED
$11B
$12.1M 5.84%
140,849
-6,008
ICE icon
6
Intercontinental Exchange
ICE
$79.4B
$10.2M 4.92%
65,015
-11,257
TSM icon
7
TSMC
TSM
$2.18T
$9.3M 4.48%
27,515
+20,002
UNH icon
8
UnitedHealth
UNH
$368B
$9.21M 4.44%
34,049
-2,284
FWONK icon
9
Liberty Media Series C
FWONK
$22.2B
$8.79M 4.23%
103,343
+78,367
SUNB
10
Sunbelt Rentals Holdings
SUNB
$33.7B
$8.15M 3.92%
+125,152
ROP icon
11
Roper Technologies
ROP
$33.7B
$7.96M 3.83%
+22,500
AMTM
12
Amentum Holdings
AMTM
$5.37B
$7.92M 3.81%
303,576
-188,296
ZTS icon
13
Zoetis
ZTS
$34.1B
$7.89M 3.8%
+66,787
AON icon
14
Aon
AON
$71.8B
$7.42M 3.57%
+23,001
NFLX icon
15
Netflix
NFLX
$342B
$7.25M 3.49%
75,449
-3,101
CACC icon
16
Credit Acceptance
CACC
$5.74B
$5.95M 2.87%
14,056
-2,158
VERX icon
17
Vertex
VERX
$2.07B
$5.71M 2.75%
480,000
-170,000
KSPI icon
18
Kaspi.kz JSC
KSPI
$14.9B
$4.13M 1.99%
55,810
RYAAY icon
19
Ryanair
RYAAY
$30.9B
$4.13M 1.99%
71,375
BIP icon
20
Brookfield Infrastructure Partners
BIP
$17.9B
$3.47M 1.67%
96,019
AAPL icon
21
Apple
AAPL
$4.34T
$1.64M 0.79%
6,458
+210
TJX icon
22
TJX Companies
TJX
$185B
$1.54M 0.74%
9,665
UHAL.B icon
23
U-Haul Holding Co Series N
UHAL.B
$10.4B
$1.32M 0.64%
29,573
+6,773
CPA icon
24
Copa Holdings
CPA
$5.24B
$954K 0.46%
8,400
BUR icon
25
Burford Capital
BUR
$931M
$918K 0.44%
203,000
+44,000
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