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
$186M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$17.8M
3
+$13.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.19M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 69.21%
2 Industrials 11.31%
3 Consumer Discretionary 11.17%
4 Communication Services 5.21%
5 Technology 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$514K 0.28%
+6,996
27
$414K 0.22%
+2,751
28
$407K 0.22%
+4,400
29
$403K 0.22%
+6,941
30
$382K 0.21%
+186
31
$333K 0.18%
+2,328
32
$320K 0.17%
+994
33
$315K 0.17%
+1,934
34
$315K 0.17%
+100,000
35
$310K 0.17%
+2,463
36
$306K 0.16%
+1,437
37
$296K 0.16%
+5,000
38
$271K 0.15%
+1,123
39
$264K 0.14%
+5,000
40
$206K 0.11%
+4,940
1
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