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
$202M
AUM Growth
-$437K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$1.09M
3
+$588K
4
EPD icon
Enterprise Products Partners
EPD
+$256K
5
STLA icon
Stellantis
STLA
+$213K

Top Sells

1
+$5.15M
2
+$4.38M
3
+$3.7M
4
UNH icon
UnitedHealth
UNH
+$2.94M
5
META icon
Meta Platforms (Facebook)
META
+$1.27M

Sector Composition

1 Financials 29.79%
2 Industrials 24.74%
3 Communication Services 16.77%
4 Healthcare 13.78%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.4M 22.44%
700,000
2
$21M 10.36%
204,391
-8,831
3
$14M 6.91%
29,494
+7,783
4
$13.9M 6.85%
26,165
-5,538
5
$11.9M 5.89%
23,235
+1,147
6
$11.5M 5.67%
129,434
-7,312
7
$10.6M 5.23%
87,891
-10,523
8
$8.67M 4.28%
64,624
9
$7.34M 3.63%
517,020
+15,000
10
$6.62M 3.27%
88,851
-69,172
11
$5.91M 2.92%
206,061
+6,000
12
$5.66M 2.8%
19,201
-14,846
13
$5.2M 2.57%
58,947
14
$3.98M 1.97%
12,896
15
$2.63M 1.3%
32,989
16
$2.19M 1.08%
73,125
17
$2.14M 1.06%
70,656
-40,000
18
$2.1M 1.04%
6,051
19
$1.82M 0.9%
32,000
20
$1.43M 0.7%
27,400
21
$1.33M 0.66%
16,000
22
$1.28M 0.63%
21,021
+200
23
$1.15M 0.57%
15,180
24
$1.09M 0.54%
+19,755
25
$945K 0.47%
2,758
1
2 3