HCA
Hyperion Capital Advisors Portfolio holdings
AUM
$160M
1-Year Return
14.58%
This Quarter Return
+11.22%
1 Year Return
+14.58%
3 Year Return
+105.35%
5 Year Return
+191.48%
10 Year Return
–
AUM
$186M
AUM Growth
–
Cap. Flow
+$186M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
88.08%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$113M |
| 2 |
Builders FirstSource
BLDR
|
$17.8M |
| 3 |
Stellantis
STLA
|
$13.2M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$4.19M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$3.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 69.21% |
| 2 | Industrials | 11.31% |
| 3 | Consumer Discretionary | 11.17% |
| 4 | Communication Services | 5.21% |
| 5 | Technology | 1.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Apple
AAPL
$3.53T
| $514K | 0.28% |
+6,996
| New | +$514K |
|
27
West Pharmaceutical
WST
$17.9B
| $414K | 0.22% |
+2,751
| New | +$414K |
|
28
Amazon
AMZN
$2.5T
| $407K | 0.22% |
+4,400
| New | +$407K |
|
29
TSMC
TSM
$1.21T
| $403K | 0.22% |
+6,941
| New | +$403K |
|
30
Booking.com
BKNG
$180B
| $382K | 0.21% |
+186
| New | +$382K |
|
31
SPDR Gold Trust
GLD
$110B
| $333K | 0.18% |
+2,328
| New | +$333K |
|
32
SPDR S&P 500 ETF Trust
SPY
$659B
| $320K | 0.17% |
+994
| New | +$320K |
|
33
Salesforce
CRM
$232B
| $315K | 0.17% |
+1,934
| New | +$315K |
|
34
Yatra Online
YTRA
$88.1M
| $315K | 0.17% |
+100,000
| New | +$315K |
|
35
Liberty Broadband Class C
LBRDK
$8.44B
| $310K | 0.17% |
+2,463
| New | +$310K |
|
36
Linde
LIN
$221B
| $306K | 0.16% |
+1,437
| New | +$306K |
|
37
US Bancorp
USB
$76.3B
| $296K | 0.16% |
+5,000
| New | +$296K |
|
38
SBA Communications
SBAC
$21B
| $271K | 0.15% |
+1,123
| New | +$271K |
|
39
D.R. Horton
DHI
$52.7B
| $264K | 0.14% |
+5,000
| New | +$264K |
|
40
Trimble
TRMB
$18.9B
| $206K | 0.11% |
+4,940
| New | +$206K |
|