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HCA

Hyperion Capital Advisors Portfolio holdings

AUM $208M
1-Year Est. Return 10.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$3.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.78M
3
+$8.3M
4
ZTS icon
Zoetis
ZTS
+$8.26M
5
AON icon
Aon
AON
+$7.64M

Top Sells

1
+$8.74M
2
+$5.91M
3
+$5.19M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$3.08M
5
VERX icon
Vertex
VERX
+$2.65M

Sector Composition

1 Healthcare 29.32%
2 Communication Services 24.55%
3 Technology 14.76%
4 Financials 14.41%
5 Industrials 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
51
Bank of America
BAC
$391B
$312K 0.15%
6,400
-2,500
SGU icon
52
Star Group
SGU
$418M
$312K 0.15%
25,400
LOW icon
53
Lowe's Companies
LOW
$121B
$307K 0.15%
1,300
ACN icon
54
Accenture
ACN
$103B
$297K 0.14%
1,500
AXP icon
55
American Express
AXP
$217B
$281K 0.14%
930
FERG icon
56
Ferguson
FERG
$43.6B
$280K 0.13%
1,200
FAST icon
57
Fastenal
FAST
$52.8B
$265K 0.13%
5,720
EXE
58
Expand Energy Corp
EXE
$20.8B
$263K 0.13%
2,400
USB icon
59
US Bancorp
USB
$89.8B
$260K 0.13%
5,000
ADI icon
60
Analog Devices
ADI
$201B
$255K 0.12%
800
SPY icon
61
State Street SPDR S&P 500 ETF Trust
SPY
$770B
$229K 0.11%
352
SBAC icon
62
SBA Communications
SBAC
$22B
$224K 0.11%
1,303
UNP icon
63
Union Pacific
UNP
$159B
$218K 0.11%
900
OMF icon
64
OneMain Financial
OMF
$6.55B
$214K 0.1%
+4,000
NRP icon
65
Natural Resource Partners
NRP
$1.39B
$206K 0.1%
+1,700
AMBP icon
66
Ardagh Metal Packaging
AMBP
$2.42B
$182K 0.09%
45,000
STLA icon
67
Stellantis
STLA
$20B
$106K 0.05%
15,000
BLND icon
68
Blend Labs
BLND
$424M
$50.7K 0.02%
29,848
COF icon
69
Capital One
COF
$113B
– –
-1,071
DE icon
70
Deere & Co
DE
$151B
– –
-900
HDB icon
71
HDFC Bank
HDB
$122B
– –
-14,840
JPM icon
72
JPMorgan Chase
JPM
$840B
– –
-624
LBRDK icon
73
Liberty Broadband Class C
LBRDK
$4.63B
– –
-63,301
LEN icon
74
Lennar Class A
LEN
$23.4B
– –
-2,203
XP icon
75
XP
XP
$8.09B
– –
-61,067
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