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
$170M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.24M
3
+$2.18M
4
ANET icon
Arista Networks
ANET
+$2.06M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02M

Top Sells

1
+$1.49M
2
+$936K
3
+$764K
4
DAL icon
Delta Air Lines
DAL
+$542K
5
CARG icon
CarGurus
CARG
+$431K

Sector Composition

1 Financials 62.41%
2 Communication Services 10.03%
3 Industrials 9.87%
4 Consumer Discretionary 9.35%
5 Technology 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$465K 0.27%
+2,351
27
$413K 0.24%
+3,706
28
$397K 0.23%
+2,055
29
$394K 0.23%
1,278
-292
30
$390K 0.23%
2,328
31
$388K 0.23%
1,303
32
$376K 0.22%
50,000
33
$371K 0.22%
4,072
-3,500
34
$362K 0.21%
1,934
35
$321K 0.19%
4,572
-905
36
$306K 0.18%
192
-14
37
$263K 0.15%
10,370
-17,000
38
$205K 0.12%
+1,007
39
$68K 0.04%
100,000
40
– –
-19,000
41
– –
-10,400
42
– –
-1,437
43
– –
-10,021
44
– –
-57,100
1
2