HCA
Hyperion Capital Advisors Portfolio holdings
AUM
$160M
This Quarter Return
+4.61%
1 Year Return
+14.58%
3 Year Return
+105.35%
5 Year Return
+191.48%
10 Year Return
–
AUM
$213M
AUM Growth
+$213M
(+0.52%)
Cap. Flow
-$6.3M
Cap. Flow
% of AUM
-2.96%
Top 10 Holdings %
Top 10 Hldgs %
69.69%
Holding
116
New
6
Increased
5
Reduced
12
Closed
13
Top Buys
| 1 |
UnitedHealth
UNH
|
$1.5M |
| 2 |
Hamilton Insurance Group
HG
|
$1.46M |
| 3 |
Chord Energy
CHRD
|
$257K |
| 4 |
Analog Devices
ADI
|
$219K |
| 5 |
AerCap
AER
|
$214K |
Top Sells
| 1 |
TSMC
TSM
|
$2.67M |
| 2 |
iShares Morningstar Small-Cap Value ETF
ISCV
|
$1.68M |
| 3 |
Fidelity MSCI Energy Index ETF
FENY
|
$970K |
| 4 |
Intercontinental Exchange
ICE
|
$579K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$470K |
Sector Composition
| 1 | Financials | 34.75% |
| 2 | Communication Services | 27.84% |
| 3 | Healthcare | 17.49% |
| 4 | Technology | 6.75% |
| 5 | Consumer Discretionary | 6.5% |
