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
$253M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$4.06M
3
+$2.33M
4
ICE icon
Intercontinental Exchange
ICE
+$1.96M
5
UNH icon
UnitedHealth
UNH
+$1.72M

Top Sells

1
+$873K
2
+$462K
3
+$415K
4
V icon
Visa
V
+$411K
5
CARG icon
CarGurus
CARG
+$354K

Sector Composition

1 Financials 58.02%
2 Industrials 12.54%
3 Communication Services 9.84%
4 Consumer Discretionary 9.17%
5 Technology 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$688K 0.27%
16,706
27
$686K 0.27%
2,421
-37
28
$682K 0.27%
2,758
29
$681K 0.27%
6,585
30
$637K 0.25%
3,518
-700
31
$578K 0.23%
10,899
-5,000
32
$558K 0.22%
3,128
+800
33
$450K 0.18%
1,204
34
$430K 0.17%
1,934
35
$428K 0.17%
192
36
$368K 0.15%
1,303
37
$305K 0.12%
1,351
-53
38
$233K 0.09%
+5,000
39
$227K 0.09%
863
40
$224K 0.09%
1,007
41
$209K 0.08%
1,300
42
$193K 0.08%
100,000
43
– –
-16,370
44
– –
-6,023
45
– –
-50,000
46
– –
-2,055
1
2