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
$208M
AUM Growth
+$5.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$1.93M
3
+$699K
4
LEN icon
Lennar Class A
LEN
+$232K
5
RBLX icon
Roblox
RBLX
+$225K

Top Sells

1
+$17.8M
2
+$8.24M
3
+$1.59M
4
UNH icon
UnitedHealth
UNH
+$1.48M
5
BRO icon
Brown & Brown
BRO
+$1.15M

Sector Composition

1 Financials 29.2%
2 Industrials 23.76%
3 Communication Services 17.92%
4 Healthcare 11.26%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.4M 21.32%
500,000
-200,000
2
$19.7M 9.47%
189,121
-15,270
3
$13.1M 6.29%
125,857
-3,577
4
$12.5M 6.03%
28,771
-723
5
$10.9M 5.23%
23,032
-3,133
6
$10.5M 5.06%
22,905
-330
7
$10.4M 4.99%
49,012
-38,879
8
$9.4M 4.52%
517,020
9
$8.42M 4.05%
64,624
10
$8.18M 3.93%
87,919
-932
11
$6.53M 3.13%
18,888
-313
12
$6.05M 2.91%
58,350
-597
13
$5.37M 2.58%
102,561
+91,662
14
$5.23M 2.51%
206,061
15
$3.98M 1.91%
12,896
16
$3.28M 1.57%
50,995
+29,974
17
$2.97M 1.42%
70,656
18
$2.76M 1.32%
73,125
19
$2.59M 1.24%
32,989
20
$2.2M 1.06%
6,051
21
$1.43M 0.69%
27,400
22
$1.26M 0.6%
135,000
+75,000
23
$1.22M 0.59%
16,000
24
$1.21M 0.58%
15,180
25
$1.02M 0.49%
19,755
1
2 3