HCA
Hyperion Capital Advisors Portfolio holdings
AUM
$160M
This Quarter Return
+5.91%
1 Year Return
+14.58%
3 Year Return
+105.35%
5 Year Return
+191.48%
10 Year Return
–
AUM
$213M
AUM Growth
+$213M
(-0.12%)
Cap. Flow
-$6.43M
Cap. Flow
% of AUM
-3.02%
Top 10 Holdings %
Top 10 Hldgs %
67.49%
Holding
139
New
36
Increased
5
Reduced
17
Closed
11
Top Buys
| 1 |
Kaspi.kz JSC
KSPI
|
$763K |
| 2 |
NVR
NVR
|
$294K |
| 3 |
Gildan
GIL
|
$294K |
| 4 |
Check Point Software Technologies
CHKP
|
$284K |
| 5 |
Caterpillar
CAT
|
$282K |
Top Sells
| 1 |
Equitable Holdings
EQH
|
$8.41M |
| 2 |
TSMC
TSM
|
$1.05M |
| 3 |
Arista Networks
ANET
|
$796K |
| 4 |
Meta Platforms (Facebook)
META
|
$776K |
| 5 |
Intercontinental Exchange
ICE
|
$750K |
Sector Composition
| 1 | Financials | 31.55% |
| 2 | Communication Services | 27.56% |
| 3 | Healthcare | 17.79% |
| 4 | Consumer Discretionary | 7.85% |
| 5 | Technology | 6.94% |
