HCA
Hyperion Capital Advisors Portfolio holdings
AUM
$160M
This Quarter Return
-18.62%
1 Year Return
+14.58%
3 Year Return
+105.35%
5 Year Return
+191.48%
10 Year Return
–
AUM
$214M
AUM Growth
+$214M
(-19%)
Cap. Flow
-$2.87M
Cap. Flow
% of AUM
-1.34%
Top 10 Holdings %
Top 10 Hldgs %
71.73%
Holding
65
New
6
Increased
11
Reduced
7
Closed
7
Top Buys
| 1 |
Intercontinental Exchange
ICE
|
$5.66M |
| 2 |
Deere & Co
DE
|
$3.9M |
| 3 |
D.R. Horton
DHI
|
$3.64M |
| 4 |
Netflix
NFLX
|
$3.51M |
| 5 |
iShares Morningstar Small-Cap Value ETF
ISCV
|
$1.38M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$7.7M |
| 2 |
Elevance Health
ELV
|
$3.97M |
| 3 |
Fidelity National Information Services
FIS
|
$3.52M |
| 4 |
American Eagle Outfitters
AEO
|
$3.31M |
| 5 |
Urban Outfitters
URBN
|
$3.21M |
Sector Composition
| 1 | Industrials | 21.09% |
| 2 | Communication Services | 20.66% |
| 3 | Financials | 20.58% |
| 4 | Healthcare | 18.37% |
| 5 | Technology | 8.05% |
