HCA

Hyperion Capital Advisors Portfolio holdings

AUM $204M
1-Year Est. Return 23.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.62M
3
+$688K
4
ICLR icon
Icon
ICLR
+$645K
5
FWONK icon
Liberty Media Series C
FWONK
+$613K

Top Sells

1
+$5.69M
2
+$5.41M
3
+$5.34M
4
META icon
Meta Platforms (Facebook)
META
+$5.09M
5
CACC icon
Credit Acceptance
CACC
+$3.01M

Sector Composition

1 Communication Services 37.98%
2 Financials 25.87%
3 Healthcare 19.19%
4 Industrials 5.54%
5 Technology 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$249K 0.16%
2,800
52
$244K 0.15%
2,203
53
$240K 0.15%
5,720
54
$234K 0.15%
10,000
55
$228K 0.14%
1,071
-430
56
$226K 0.14%
5,000
57
$217K 0.14%
+352
58
$212K 0.13%
+4,500
59
$207K 0.13%
900
60
$193K 0.12%
45,000
61
$150K 0.09%
15,000
62
$98.5K 0.06%
29,848
63
– –
-650,000
64
– –
-24,228
65
– –
-155
66
– –
-87,959
67
– –
-8,452
68
– –
-16,327
69
– –
-4,231
1 2
3