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
$448M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$3.87M
3 +$1.91M
4
META icon
Meta Platforms (Facebook)
META
+$1.36M
5
UNH icon
UnitedHealth
UNH
+$1.21M

Top Sells

1 +$6.77M
2 +$972K
3 +$419K
4
WST icon
West Pharmaceutical
WST
+$43.2K

Sector Composition

1 Financials 44.45%
2 Industrials 14.12%
3 Communication Services 13.72%
4 Healthcare 11.66%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.05%
1,708
+92
52
$173K 0.04%
100,000
53
$160K 0.04%
+10,190
54
$158K 0.04%
+10,861
55
$86K 0.02%
926