HCA
Hyperion Capital Advisors Portfolio holdings
AUM
$160M
This Quarter Return
+9.16%
1 Year Return
+14.58%
3 Year Return
+105.35%
5 Year Return
+191.48%
10 Year Return
–
AUM
$202M
AUM Growth
+$202M
(-0.22%)
Cap. Flow
-$15.8M
Cap. Flow
% of AUM
-7.81%
Top 10 Holdings %
Top 10 Hldgs %
74.53%
Holding
58
New
2
Increased
5
Reduced
8
Closed
2
Top Buys
| 1 |
Credit Acceptance
CACC
|
$3.69M |
| 2 |
U-Haul Holding Co Series N
UHAL.B
|
$1.09M |
| 3 |
Elevance Health
ELV
|
$588K |
| 4 |
Enterprise Products Partners
EPD
|
$256K |
| 5 |
Stellantis
STLA
|
$213K |
Top Sells
| 1 |
TSMC
TSM
|
$5.15M |
| 2 |
Netflix
NFLX
|
$4.38M |
| 3 |
D.R. Horton
DHI
|
$3.7M |
| 4 |
UnitedHealth
UNH
|
$2.94M |
| 5 |
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% |
