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
76
$269K 0.13%
+5,490
77
$265K 0.12%
+7,922
78
$263K 0.12%
+1,780
79
$262K 0.12%
+1,840
80
$262K 0.12%
4,990
81
$258K 0.12%
+1,620
82
$257K 0.12%
3,575
+575
83
$257K 0.12%
+2,422
84
$255K 0.12%
6,061
-200,000
85
$254K 0.12%
+2,060
86
$254K 0.12%
+1,912
87
$254K 0.12%
1,880
88
$253K 0.12%
3,300
89
$252K 0.12%
80
90
$249K 0.12%
+1,310
91
$248K 0.12%
+1,250
92
$248K 0.12%
+6,440
93
$244K 0.11%
+3,470
94
$243K 0.11%
1,710
95
$241K 0.11%
+3,800
96
$241K 0.11%
+5,030
97
$241K 0.11%
2,180
98
$238K 0.11%
+6,000
99
$238K 0.11%
+7,180
100
$237K 0.11%
+1,220
2 3
4
5 6