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
$212M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$486K
2
+$348K
3
+$333K
4
VLO icon
Valero Energy
VLO
+$321K
5
WSM icon
Williams-Sonoma
WSM
+$321K

Top Sells

1
+$587K
2
+$452K
3
+$349K
4
VTEX icon
VTEX
VTEX
+$344K
5
SCHW icon
Charles Schwab
SCHW
+$325K

Sector Composition

1 Financials 35.24%
2 Communication Services 25.48%
3 Healthcare 16.62%
4 Consumer Discretionary 6.77%
5 Technology 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$315K 0.15%
+900
52
$314K 0.15%
19,068
53
$307K 0.14%
2,400
+400
54
$304K 0.14%
+8,840
55
$298K 0.14%
+15,140
56
$297K 0.14%
+6,560
57
$297K 0.14%
+6,000
58
$297K 0.14%
+1,560
59
$296K 0.14%
+5,600
60
$292K 0.14%
10,000
61
$288K 0.14%
+2,388
62
$287K 0.14%
+10,120
63
$284K 0.13%
+3,350
64
$283K 0.13%
+3,450
65
$283K 0.13%
+9,700
66
$282K 0.13%
1,303
67
$279K 0.13%
+3,940
68
$279K 0.13%
+1,720
69
$275K 0.13%
4,920
70
$275K 0.13%
+4,990
71
$273K 0.13%
+3,460
72
$272K 0.13%
+1,630
73
$269K 0.13%
+3,310
74
$268K 0.13%
+1,330
75
$268K 0.13%
+2,020
1 2
3
4 5