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
$448M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$3.87M
3
+$1.91M
4
META icon
Meta Platforms (Facebook)
META
+$1.36M
5
UNH icon
UnitedHealth
UNH
+$1.21M

Top Sells

1
+$6.77M
2
+$972K
3
+$419K
4
WST icon
West Pharmaceutical
WST
+$43.2K

Sector Composition

1 Financials 44.45%
2 Industrials 14.12%
3 Communication Services 13.72%
4 Healthcare 11.66%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.24%
17,702
+996
27
$1.06M 0.24%
10,180
28
$1.05M 0.24%
2,249
-92
29
$1.03M 0.23%
5,792
30
$1.03M 0.23%
2,758
31
$1.02M 0.23%
7,754
32
$917K 0.2%
10,899
33
$842K 0.19%
2,200
34
$830K 0.19%
70,000
35
$774K 0.17%
4,640
36
$619K 0.14%
1,304
37
$535K 0.12%
3,128
38
$507K 0.11%
1,303
39
$491K 0.11%
1,934
40
$470K 0.11%
4,381
41
$461K 0.1%
192
42
$339K 0.08%
1,007
43
$336K 0.08%
1,300
44
$299K 0.07%
863
45
$281K 0.06%
5,000
46
$256K 0.06%
2,276
47
$236K 0.05%
+4,042
48
$227K 0.05%
+900
49
$219K 0.05%
+2,672
50
$206K 0.05%
1,087
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