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
$448M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$3.87M
3
+$1.91M
4
META icon
Meta Platforms (Facebook)
META
+$1.36M
5
UNH icon
UnitedHealth
UNH
+$1.21M

Top Sells

1
+$6.77M
2
+$972K
3
+$419K
4
WST icon
West Pharmaceutical
WST
+$43.2K

Sector Composition

1 Financials 44.45%
2 Industrials 14.12%
3 Communication Services 13.72%
4 Healthcare 11.66%
5 Consumer Discretionary 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$151M 33.62%
334
2
$60M 13.4%
700,000
3
$25.6M 5.73%
76,221
+4,048
4
$24M 5.37%
47,882
+2,410
5
$20.7M 4.63%
143,380
+2,220
6
$18.6M 4.16%
154,974
-3,485
7
$18.2M 4.07%
133,179
+4,253
8
$16.9M 3.78%
901,900
9
$13.4M 2.99%
19,493
-9,841
10
$13.2M 2.96%
28,554
+1,861
11
$12.5M 2.79%
+529,548
12
$6.88M 1.54%
470,543
+23,416
13
$6.73M 1.5%
187,380
-27,052
14
$6.57M 1.47%
45,320
15
$6.56M 1.46%
200,000
16
$5.89M 1.32%
9,782
+341
17
$3.87M 0.87%
+153,000
18
$3.86M 0.86%
12,896
19
$3.52M 0.79%
120,000
+65,000
20
$2.99M 0.67%
73,125
21
$2.61M 0.58%
20,021
22
$2.51M 0.56%
33,004
23
$2.25M 0.5%
32,000
24
$2.17M 0.49%
6,051
25
$1.6M 0.36%
190,000
+50,000
1
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