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
$208M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$1.93M
3
+$699K
4
LEN icon
Lennar Class A
LEN
+$232K
5
RBLX icon
Roblox
RBLX
+$225K

Top Sells

1
+$17.8M
2
+$8.24M
3
+$1.59M
4
UNH icon
UnitedHealth
UNH
+$1.48M
5
BRO icon
Brown & Brown
BRO
+$1.15M

Sector Composition

1 Financials 29.2%
2 Industrials 23.76%
3 Communication Services 17.92%
4 Healthcare 11.26%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$225K 0.11%
+5,000
52
$192K 0.09%
50,000
-25,000
53
$192K 0.09%
+16,138
54
$184K 0.09%
45,000
55
$87.9K 0.04%
10,861
56
$80.4K 0.04%
45,688
57
$32.2K 0.02%
2,407
58
– –
-5,000
59
– –
-15,000
1 2
3