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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
GLD icon
26
SPDR Gold Trust
GLD
$139B
$855K 0.41%
1,988
-750
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.05T
$841K 0.4%
1,754
SCHW
28
DELISTED
Charles Schwab
SCHW
$824K 0.4%
8,767
-89,113
THO icon
29
Thor Industries
THO
$3.9B
$813K 0.39%
10,180
BRK.A icon
30
Berkshire Hathaway Class A
BRK.A
$1.05T
$718K 0.35%
1
AMZN icon
31
Amazon
AMZN
$2.6T
$687K 0.33%
3,300
GLIBK
32
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$853M
$621K 0.3%
16,682
-861
RBLX icon
33
Roblox
RBLX
$31.1B
$585K 0.28%
+10,350
BRO icon
34
Brown & Brown
BRO
$20.4B
$580K 0.28%
8,900
+1,400
WST icon
35
West Pharmaceutical
WST
$23.4B
$534K 0.26%
2,130
EPD icon
36
Enterprise Products Partners
EPD
$80.7B
$503K 0.24%
13,300
WAT icon
37
Waters Corp
WAT
$35.7B
$492K 0.24%
1,653
+19
MSFT icon
38
Microsoft
MSFT
$2.9T
$470K 0.23%
1,271
+144
DAL icon
39
Delta Air Lines
DAL
$53.8B
$449K 0.22%
6,750
AVT icon
40
Avnet
AVT
$7B
$444K 0.21%
7,200
LIN icon
41
Linde
LIN
$238B
$428K 0.21%
863
BSM icon
42
Black Stone Minerals
BSM
$2.93B
$412K 0.2%
27,222
ING icon
43
ING
ING
$85.1B
$411K 0.2%
15,791
TDY icon
44
Teledyne Technologies
TDY
$28.9B
$393K 0.19%
650
EXP icon
45
Eagle Materials
EXP
$6.6B
$379K 0.18%
+2,000
MSA icon
46
Mine Safety
MSA
$6.03B
$328K 0.16%
2,000
CB icon
47
Chubb
CB
$128B
$324K 0.16%
995
EQH icon
48
Equitable Holdings
EQH
$11.8B
$320K 0.15%
8,611
+2,550
AER icon
49
AerCap
AER
$21.3B
$316K 0.15%
2,300
NBN icon
50
Northeast Bank
NBN
$1.08B
$315K 0.15%
2,800
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