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
$202M
AUM Growth
-$437K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$1.09M
3
+$588K
4
EPD icon
Enterprise Products Partners
EPD
+$256K
5
STLA icon
Stellantis
STLA
+$213K

Top Sells

1
+$5.15M
2
+$4.38M
3
+$3.7M
4
UNH icon
UnitedHealth
UNH
+$2.94M
5
META icon
Meta Platforms (Facebook)
META
+$1.27M

Sector Composition

1 Financials 29.79%
2 Industrials 24.74%
3 Communication Services 16.77%
4 Healthcare 13.78%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$234K 0.12%
15,000
52
$218K 0.11%
5,000
53
$216K 0.11%
45,000
54
$171K 0.08%
10,861
55
$53K 0.03%
45,688
-428,342
56
$35.2K 0.02%
2,407
57
– –
-55,000
58
– –
-21,950
1 2
3