HCA
Hyperion Capital Advisors Portfolio holdings
AUM
$160M
This Quarter Return
+10.69%
1 Year Return
+14.58%
3 Year Return
+105.35%
5 Year Return
+191.48%
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(-11%)
Cap. Flow
-$42.1M
Cap. Flow
% of AUM
-22.86%
Top 10 Holdings %
Top 10 Hldgs %
64.15%
Holding
67
New
10
Increased
5
Reduced
11
Closed
6
Top Buys
| 1 |
Liberty Broadband Class C
LBRDK
|
$7.52M |
| 2 |
Charles Schwab
SCHW
|
$2.67M |
| 3 |
Elevance Health
ELV
|
$1.77M |
| 4 |
Charter Communications
CHTR
|
$305K |
| 5 |
HDFC Bank
HDB
|
$294K |
Top Sells
| 1 |
Builders FirstSource
BLDR
|
$44.4M |
| 2 |
Meta Platforms (Facebook)
META
|
$3.52M |
| 3 |
CarMax
KMX
|
$2.51M |
| 4 |
TSMC
TSM
|
$2.08M |
| 5 |
SPDR S&P Biotech ETF
XBI
|
$1.22M |
Sector Composition
| 1 | Financials | 37.76% |
| 2 | Communication Services | 26.8% |
| 3 | Healthcare | 13.58% |
| 4 | Consumer Discretionary | 9.24% |
| 5 | Technology | 6.41% |
