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
101
$221K 0.1%
900
102
$221K 0.1%
+5,720
103
$220K 0.1%
+9,070
104
$220K 0.1%
+1,640
105
$218K 0.1%
+10,280
106
$209K 0.1%
1,200
107
$207K 0.1%
+1,940
108
$205K 0.1%
+800
109
$202K 0.1%
+610
110
$154K 0.07%
45,000
111
– –
-1,200
112
– –
-952
113
– –
-50,000
114
– –
-7,400
1 2 3 4
5