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
101
$236K 0.11%
+14,100
102
$234K 0.11%
+400
103
$233K 0.11%
4,950
104
$231K 0.11%
9,070
105
$230K 0.11%
+1,400
106
$229K 0.11%
+5,000
107
$228K 0.11%
+4,510
108
$225K 0.11%
1,501
109
$222K 0.1%
900
110
$221K 0.1%
15,727
111
$218K 0.1%
2,300
112
$218K 0.1%
3,350
113
$217K 0.1%
+1,120
114
$217K 0.1%
+3,100
115
$217K 0.1%
1,330
116
$216K 0.1%
8,840
117
$216K 0.1%
+2,800
118
$213K 0.1%
10,280
119
$213K 0.1%
4,430
120
$211K 0.1%
550
121
$205K 0.1%
9,700
122
$204K 0.1%
+5,720
123
$202K 0.1%
+1,830
124
$202K 0.09%
+352
125
$195K 0.09%
168,416
2 3 4
5
6