HCA

Hyperion Capital Advisors Portfolio holdings

AUM $204M
1-Year Est. Return 23.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.62M
3
+$688K
4
ICLR icon
Icon
ICLR
+$645K
5
FWONK icon
Liberty Media Series C
FWONK
+$613K

Top Sells

1
+$5.69M
2
+$5.41M
3
+$5.34M
4
META icon
Meta Platforms (Facebook)
META
+$5.09M
5
CACC icon
Credit Acceptance
CACC
+$3.01M

Sector Composition

1 Communication Services 37.98%
2 Financials 25.87%
3 Healthcare 19.19%
4 Industrials 5.54%
5 Technology 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$832K 0.52%
7,500
27
$816K 0.51%
15,000
28
$729K 0.46%
1
29
$724K 0.45%
3,300
30
$612K 0.38%
27,977
+8,909
31
$570K 0.36%
1,634
-839
32
$569K 0.36%
14,840
33
$561K 0.35%
1,127
+120
34
$466K 0.29%
2,130
35
$458K 0.29%
900
36
$440K 0.28%
1,380
37
$430K 0.27%
9,081
38
$405K 0.25%
863
39
$369K 0.23%
168,416
40
$344K 0.22%
+29,400
41
$340K 0.21%
6,061
42
$332K 0.21%
+6,750
43
$318K 0.2%
6,000
44
$310K 0.19%
10,000
45
$306K 0.19%
800
46
$306K 0.19%
1,303
47
$303K 0.19%
15,000
48
$288K 0.18%
1,300
49
$269K 0.17%
2,300
50
$261K 0.16%
1,200
-1,250
1
2
3