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
76
$265K 0.12%
7,299
77
$261K 0.12%
+3,220
78
$260K 0.12%
+4,430
79
$259K 0.12%
+550
80
$259K 0.12%
+4,160
81
$257K 0.12%
+2,050
82
$254K 0.12%
+1,220
83
$252K 0.12%
+80
84
$250K 0.12%
+5,000
85
$248K 0.12%
+3,300
86
$247K 0.12%
+940
87
$244K 0.12%
+2,180
88
$243K 0.11%
+1,230
89
$243K 0.11%
+580
90
$242K 0.11%
831
91
$241K 0.11%
+7,990
92
$235K 0.11%
+4,950
93
$234K 0.11%
+580
94
$233K 0.11%
+1,710
95
$231K 0.11%
+3,690
96
$230K 0.11%
+2,740
97
$229K 0.11%
+4,860
98
$227K 0.11%
15,867
99
$224K 0.11%
5,000
100
$223K 0.11%
+1,501
1 2 3
4
5