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
$185M
AUM Growth
+$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$297K
3
+$271K
4
UNP icon
Union Pacific
UNP
+$221K
5
USB icon
US Bancorp
USB
+$216K

Top Sells

1
+$11.7M
2
+$5.6M
3
+$943K
4
ICE icon
Intercontinental Exchange
ICE
+$517K
5
TSM icon
TSMC
TSM
+$484K

Sector Composition

1 Financials 37.53%
2 Communication Services 26.43%
3 Healthcare 17.89%
4 Technology 6%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$864K 0.47%
37,500
27
$849K 0.46%
2,200
28
$761K 0.41%
2,161
-88
29
$667K 0.36%
3,488
30
$635K 0.34%
179
-13
31
$568K 0.31%
3,740
32
$543K 0.29%
1
33
$533K 0.29%
7,500
34
$527K 0.28%
8,349
-98
35
$520K 0.28%
1,300
-67
36
$452K 0.24%
952
-670
37
$408K 0.22%
2,180
+500
38
$391K 0.21%
18,852
+5,200
39
$379K 0.2%
1,007
40
$367K 0.2%
15,727
-501,293
41
$354K 0.19%
863
42
$349K 0.19%
7,400
43
$344K 0.19%
50,000
44
$331K 0.18%
1,303
45
$330K 0.18%
4,920
46
$328K 0.18%
2,276
47
$323K 0.17%
831
48
$306K 0.17%
9,081
49
$297K 0.16%
+2,769
50
$289K 0.16%
1,300
1
2
3