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
$185M
AUM Growth
+$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$297K
3
+$271K
4
UNP icon
Union Pacific
UNP
+$221K
5
USB icon
US Bancorp
USB
+$216K

Top Sells

1
+$11.7M
2
+$5.6M
3
+$943K
4
ICE icon
Intercontinental Exchange
ICE
+$517K
5
TSM icon
TSMC
TSM
+$484K

Sector Composition

1 Financials 37.53%
2 Communication Services 26.43%
3 Healthcare 17.89%
4 Technology 6%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$286K 0.15%
19,068
52
$271K 0.15%
+1,000
53
$266K 0.14%
7,299
-399
54
$264K 0.14%
10,000
-600
55
$242K 0.13%
2,000
56
$238K 0.13%
1,200
57
$237K 0.13%
168,416
58
$229K 0.12%
15,867
59
$221K 0.12%
+900
60
$216K 0.12%
+5,000
61
$205K 0.11%
+1,200
62
$173K 0.09%
45,000
63
– –
-9,000
64
– –
-2,532
65
– –
-38,624
66
– –
-10,000
67
– –
-48,957
1 2
3