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
$213M
AUM Growth
-$259K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$763K
2
+$294K
3
+$294K
4
CHKP icon
Check Point Software Technologies
CHKP
+$284K
5
CAT icon
Caterpillar
CAT
+$282K

Top Sells

1
+$8.41M
2
+$1.05M
3
+$796K
4
META icon
Meta Platforms (Facebook)
META
+$776K
5
ICE icon
Intercontinental Exchange
ICE
+$750K

Sector Composition

1 Financials 31.55%
2 Communication Services 27.56%
3 Healthcare 17.79%
4 Consumer Discretionary 7.85%
5 Technology 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$848K 0.4%
3,488
27
$777K 0.37%
7,500
28
$763K 0.36%
+7,200
29
$697K 0.33%
3,740
30
$691K 0.32%
1
31
$657K 0.31%
18,852
32
$649K 0.3%
2,161
33
$616K 0.29%
7,950
-399
34
$594K 0.28%
1,200
-1,000
35
$563K 0.26%
2,080
36
$459K 0.22%
1,100
37
$456K 0.21%
1,680
38
$433K 0.2%
1,007
39
$413K 0.19%
2,276
40
$412K 0.19%
863
41
$406K 0.19%
1,000
42
$387K 0.18%
900
43
$367K 0.17%
1,133
+120
44
$364K 0.17%
5,820
45
$360K 0.17%
9,081
46
$356K 0.17%
3,450
47
$346K 0.16%
19,068
48
$343K 0.16%
2,388
49
$326K 0.15%
6,000
50
$314K 0.15%
1,303
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2
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