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
$207M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$964K
3
+$858K
4
META icon
Meta Platforms (Facebook)
META
+$637K
5
TSM icon
TSMC
TSM
+$620K

Top Sells

1
+$995K
2
+$883K
3
+$727K
4
W icon
Wayfair
W
+$276K
5
WST icon
West Pharmaceutical
WST
+$50.6K

Sector Composition

1 Financials 61.12%
2 Industrials 12.38%
3 Communication Services 9.61%
4 Consumer Discretionary 8.42%
5 Technology 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$107M 51.52%
334
2
$22.8M 11.01%
700,000
3
$11M 5.31%
901,900
4
$8.5M 4.1%
32,455
+2,432
5
$7.28M 3.51%
99,020
+8,080
6
$5M 2.41%
14,759
+2,848
7
$4.74M 2.29%
15,215
+1,365
8
$4.67M 2.25%
46,631
+25,617
9
$4.64M 2.23%
57,185
+7,650
10
$4.36M 2.1%
336,864
+27,008
11
$3.54M 1.71%
16,639
-4,674
12
$3.08M 1.48%
9,099
+457
13
$2.39M 1.15%
73,125
14
$1.84M 0.89%
33,004
15
$1.77M 0.85%
24,100
16
$1.7M 0.82%
18,438
17
$1.45M 0.7%
32,000
18
$950K 0.46%
9,975
19
$858K 0.41%
+7,754
20
$844K 0.41%
4,200
21
$676K 0.33%
2,458
-184
22
$586K 0.28%
16,706
23
$579K 0.28%
3,680
-4,620
24
$576K 0.28%
15,899
+1,400
25
$540K 0.26%
2,758
1
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