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
$213M
AUM Growth
-$259K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$763K
2
+$294K
3
+$294K
4
CHKP icon
Check Point Software Technologies
CHKP
+$284K
5
CAT icon
Caterpillar
CAT
+$282K

Top Sells

1
+$8.41M
2
+$1.05M
3
+$796K
4
META icon
Meta Platforms (Facebook)
META
+$776K
5
ICE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$313K 0.15%
2,020
52
$309K 0.15%
3,220
53
$309K 0.15%
1,480
54
$300K 0.14%
2,313
-456
55
$296K 0.14%
2,350
56
$295K 0.14%
2,400
57
$294K 0.14%
+30
58
$294K 0.14%
6,560
59
$294K 0.14%
+6,240
60
$291K 0.14%
10,000
61
$290K 0.14%
3,460
62
$288K 0.14%
1,630
63
$287K 0.13%
2,050
64
$287K 0.13%
2,740
65
$287K 0.13%
7,990
66
$286K 0.13%
580
67
$284K 0.13%
+1,474
68
$282K 0.13%
+720
69
$282K 0.13%
+3,000
70
$279K 0.13%
1,720
71
$277K 0.13%
+2,580
72
$276K 0.13%
7,299
73
$275K 0.13%
3,310
74
$275K 0.13%
1,940
75
$269K 0.13%
10,120
1 2
3
4 5