HCA

Hyperion Capital Advisors Portfolio holdings

AUM $204M
1-Year Est. Return 23.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.71%
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
+$894K
2
+$276K
3
+$271K
4
CHKP icon
Check Point Software Technologies
CHKP
+$270K
5
GIL icon
Gildan
GIL
+$264K

Top Sells

1
+$8.21M
2
+$1.03M
3
+$723K
4
ICE icon
Intercontinental Exchange
ICE
+$719K
5
META icon
Meta Platforms (Facebook)
META
+$698K

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
– –
-1,532
130
– –
-5,600
131
– –
-3,940
132
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-580
133
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-960
134
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-1,560
135
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-4,860
136
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-4,160
137
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-2,020
138
– –
-1,200
139
– –
-940
2 3 4 5
6