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
$202M
AUM Growth
-$437K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$1.09M
3
+$588K
4
EPD icon
Enterprise Products Partners
EPD
+$256K
5
STLA icon
Stellantis
STLA
+$213K

Top Sells

1
+$5.15M
2
+$4.38M
3
+$3.7M
4
UNH icon
UnitedHealth
UNH
+$2.94M
5
META icon
Meta Platforms (Facebook)
META
+$1.27M

Sector Composition

1 Financials 29.79%
2 Industrials 24.74%
3 Communication Services 16.77%
4 Healthcare 13.78%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$907K 0.45%
10,899
27
$894K 0.44%
37,500
28
$786K 0.39%
6,047
29
$755K 0.37%
2,200
30
$695K 0.34%
12,031
31
$592K 0.29%
1,549
32
$586K 0.29%
1,367
33
$531K 0.26%
3,128
34
$529K 0.26%
2,249
35
$489K 0.24%
60,000
36
$469K 0.23%
1
37
$466K 0.23%
68,957
38
$448K 0.22%
168,416
39
$390K 0.19%
4,640
40
$387K 0.19%
192
41
$365K 0.18%
1,303
42
$342K 0.17%
27,000
43
$319K 0.16%
7,698
44
$281K 0.14%
863
45
$281K 0.14%
75,000
46
$259K 0.13%
1,300
47
$256K 0.13%
1,934
48
$256K 0.13%
+10,600
49
$241K 0.12%
1,007
50
$241K 0.12%
100,000
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2
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