HCA

Hyperion Capital Advisors Portfolio holdings

AUM $160M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$964K
3
+$858K
4
META icon
Meta Platforms (Facebook)
META
+$637K
5
TSM icon
TSMC
TSM
+$620K

Top Sells

1
+$995K
2
+$883K
3
+$727K
4
W icon
Wayfair
W
+$276K
5
WST icon
West Pharmaceutical
WST
+$50.6K

Sector Composition

1 Financials 61.12%
2 Industrials 12.38%
3 Communication Services 9.61%
4 Consumer Discretionary 8.42%
5 Technology 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$523K 0.25%
4,218
+512
27
$486K 0.23%
1,934
28
$472K 0.23%
4,072
29
$462K 0.22%
6,023
+1,451
30
$430K 0.21%
6,585
-13,525
31
$415K 0.2%
1,303
32
$412K 0.2%
2,328
33
$411K 0.2%
2,055
34
$409K 0.2%
1,404
-947
35
$403K 0.19%
1,204
-74
36
$354K 0.17%
16,370
+6,000
37
$348K 0.17%
50,000
38
$328K 0.16%
192
39
$216K 0.1%
+1,300
40
$212K 0.1%
1,007
41
$206K 0.1%
+863
42
$75K 0.04%
100,000
1
2