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
$310M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.75M
3
+$4.46M
4
CACC icon
Credit Acceptance
CACC
+$4.32M
5
UNH icon
UnitedHealth
UNH
+$3.73M

Top Sells

1
+$990K
2
+$654K
3
+$637K
4
MA icon
Mastercard
MA
+$438K
5
W icon
Wayfair
W
+$23.3K

Sector Composition

1 Financials 54.75%
2 Communication Services 11.86%
3 Industrials 11.56%
4 Consumer Discretionary 8.01%
5 Technology 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$719K 0.23%
2,200
-2,000
27
$718K 0.23%
4,640
-40
28
$710K 0.23%
10,899
29
$707K 0.23%
5,792
+220
30
$699K 0.23%
16,706
31
$673K 0.22%
2,387
-34
32
$517K 0.17%
1,304
+100
33
$500K 0.16%
3,128
34
$447K 0.14%
192
35
$410K 0.13%
1,934
36
$402K 0.13%
1,277
-74
37
$366K 0.12%
+1,616
38
$362K 0.12%
1,303
39
$277K 0.09%
5,000
40
$247K 0.08%
1,300
41
$242K 0.08%
863
42
$237K 0.08%
1,007
43
$233K 0.08%
100,000
44
$223K 0.07%
+2,276
45
– –
-3,518
46
– –
-7,000
1
2