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
$208M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$1.93M
3
+$699K
4
LEN icon
Lennar Class A
LEN
+$232K
5
RBLX icon
Roblox
RBLX
+$225K

Top Sells

1
+$17.8M
2
+$8.24M
3
+$1.59M
4
UNH icon
UnitedHealth
UNH
+$1.48M
5
BRO icon
Brown & Brown
BRO
+$1.15M

Sector Composition

1 Financials 29.2%
2 Industrials 23.76%
3 Communication Services 17.92%
4 Healthcare 11.26%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$997K 0.48%
6,047
27
$854K 0.41%
2,758
28
$842K 0.4%
37,500
29
$779K 0.37%
2,249
30
$732K 0.35%
10,122
-1,909
31
$720K 0.35%
2,200
32
$689K 0.33%
12,000
-20,000
33
$639K 0.31%
3,488
+360
34
$634K 0.3%
1,549
35
$564K 0.27%
1,367
36
$509K 0.24%
192
37
$483K 0.23%
68,957
38
$479K 0.23%
4,640
39
$466K 0.22%
1
40
$386K 0.19%
1,934
41
$340K 0.16%
1,303
42
$307K 0.15%
863
43
$305K 0.15%
168,416
44
$296K 0.14%
7,698
45
$290K 0.14%
1,007
46
$275K 0.13%
10,600
47
$260K 0.12%
1,300
48
$237K 0.11%
15,867
-11,133
49
$232K 0.11%
+2,276
50
$228K 0.11%
100,000
1
2
3