HCA

Hyperion Capital Advisors Portfolio holdings

AUM $204M
1-Year Est. Return 23.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$3.12M
3
+$2.98M
4
VERX icon
Vertex
VERX
+$2.38M
5
AMTM
Amentum Holdings
AMTM
+$1.84M

Top Sells

1
+$10.3M
2
+$3.68M
3
+$2.63M
4
CACC icon
Credit Acceptance
CACC
+$1.05M
5
ING icon
ING
ING
+$362K

Sector Composition

1 Healthcare 27.49%
2 Communication Services 25.91%
3 Financials 18.31%
4 Industrials 11.62%
5 Technology 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XP icon
26
XP
XP
$9.62B
$1,000K 0.49%
61,067
+46,067
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.06T
$882K 0.43%
1,754
AMZN icon
28
Amazon
AMZN
$2.25T
$762K 0.37%
3,300
BRK.A icon
29
Berkshire Hathaway Class A
BRK.A
$1.06T
$755K 0.37%
1
GLIBK
30
GCI Liberty Inc Series C
GLIBK
$1.47B
$653K 0.32%
17,543
+4,884
WAT icon
31
Waters Corp
WAT
$28.1B
$621K 0.3%
1,634
BRO icon
32
Brown & Brown
BRO
$23.3B
$598K 0.29%
7,500
WST icon
33
West Pharmaceutical
WST
$16.8B
$586K 0.29%
2,130
MSFT icon
34
Microsoft
MSFT
$2.99T
$545K 0.27%
1,127
HDB icon
35
HDFC Bank
HDB
$146B
$542K 0.27%
14,840
BAC icon
36
Bank of America
BAC
$342B
$490K 0.24%
8,900
-181
DAL icon
37
Delta Air Lines
DAL
$38.1B
$468K 0.23%
6,750
ING icon
38
ING
ING
$75.4B
$442K 0.22%
15,791
-14,036
EPD icon
39
Enterprise Products Partners
EPD
$79.7B
$426K 0.21%
13,300
+3,300
DE icon
40
Deere & Co
DE
$156B
$419K 0.21%
900
ACN icon
41
Accenture
ACN
$123B
$402K 0.2%
+1,500
LIN icon
42
Linde
LIN
$230B
$368K 0.18%
863
BSM icon
43
Black Stone Minerals
BSM
$3.26B
$362K 0.18%
+27,222
AVT icon
44
Avnet
AVT
$4.92B
$346K 0.17%
7,200
AXP icon
45
American Express
AXP
$209B
$344K 0.17%
930
-450
TDY icon
46
Teledyne Technologies
TDY
$29.9B
$332K 0.16%
+650
AER icon
47
AerCap
AER
$22.1B
$331K 0.16%
2,300
MSA icon
48
Mine Safety
MSA
$6.88B
$320K 0.16%
+2,000
LOW icon
49
Lowe's Companies
LOW
$134B
$314K 0.15%
1,300
CB icon
50
Chubb
CB
$129B
$311K 0.15%
995
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