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
$212M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$486K
2
+$348K
3
+$333K
4
VLO icon
Valero Energy
VLO
+$321K
5
WSM icon
Williams-Sonoma
WSM
+$321K

Top Sells

1
+$587K
2
+$452K
3
+$349K
4
VTEX icon
VTEX
VTEX
+$344K
5
SCHW icon
Charles Schwab
SCHW
+$325K

Sector Composition

1 Financials 35.24%
2 Communication Services 25.48%
3 Healthcare 16.62%
4 Consumer Discretionary 6.77%
5 Technology 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.4M 11.99%
185,045
2
$20.5M 9.66%
39,509
3
$19M 8.98%
125,037
-353
4
$15.8M 7.46%
28,672
-150
5
$14.3M 6.76%
29,527
+1,000
6
$11.6M 5.48%
23,466
7
$10.9M 5.12%
150,010
-4,497
8
$8.68M 4.09%
57,507
9
$8.43M 3.97%
61,947
-698
10
$7.83M 3.69%
206,061
11
$5.53M 2.61%
9,113
12
$5.37M 2.53%
93,913
13
$5.22M 2.46%
12,402
14
$4.16M 1.96%
71,375
-1,750
15
$3.08M 1.45%
30,341
-500
16
$2.8M 1.32%
5,804
17
$2.75M 1.3%
88,019
18
$2.36M 1.11%
32,528
19
$2.16M 1.02%
135,000
20
$1.68M 0.79%
27,400
21
$1.52M 0.72%
17,453
22
$1.31M 0.62%
19,660
23
$1.19M 0.56%
10,180
-5,000
24
$1.08M 0.51%
6,293
+246
25
$970K 0.46%
37,500
1
2 3 4 5