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
126
$179K 0.08%
10,000
127
$170K 0.08%
45,000
128
$112K 0.05%
+29,848
129
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-960
130
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-1,560
131
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-1,532
132
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-5,600
133
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-1,200
134
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-940
135
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-3,940
136
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-580
137
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-4,860
138
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-4,160
139
– –
-2,020
2 3 4 5
6