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
$212M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$486K
2
+$348K
3
+$333K
4
VLO icon
Valero Energy
VLO
+$321K
5
WSM icon
Williams-Sonoma
WSM
+$321K

Top Sells

1
+$587K
2
+$452K
3
+$349K
4
VTEX icon
VTEX
VTEX
+$344K
5
SCHW icon
Charles Schwab
SCHW
+$325K

Sector Composition

1 Financials 35.24%
2 Communication Services 25.48%
3 Healthcare 16.62%
4 Consumer Discretionary 6.77%
5 Technology 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$919K 0.43%
2,200
27
$907K 0.43%
2,635
28
$867K 0.41%
239
+60
29
$855K 0.4%
2,161
30
$718K 0.34%
3,488
31
$675K 0.32%
3,740
32
$657K 0.31%
7,500
33
$634K 0.3%
1
34
$548K 0.26%
8,349
35
$534K 0.25%
1,300
36
$526K 0.25%
18,852
37
$496K 0.23%
2,180
38
$445K 0.21%
15,727
39
$424K 0.2%
1,007
40
$401K 0.19%
863
41
$379K 0.18%
2,276
42
$352K 0.17%
2,769
43
$348K 0.16%
+2,350
44
$344K 0.16%
9,081
45
$334K 0.16%
1,000
46
$333K 0.16%
+1,480
47
$332K 0.16%
168,416
48
$331K 0.16%
1,300
49
$321K 0.15%
+1,880
50
$321K 0.15%
+2,020
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2
3 4 5