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
$214M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$3.9M
3
+$3.64M
4
NFLX icon
Netflix
NFLX
+$3.51M
5
ISCV icon
iShares Morningstar Small-Cap Value ETF
ISCV
+$1.38M

Top Sells

1
+$7.7M
2
+$3.97M
3
+$3.52M
4
AEO icon
American Eagle Outfitters
AEO
+$3.31M
5
URBN icon
Urban Outfitters
URBN
+$3.21M

Sector Composition

1 Industrials 21.09%
2 Communication Services 20.66%
3 Financials 20.58%
4 Healthcare 18.37%
5 Technology 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.53%
15,180
27
$992K 0.46%
+20,750
28
$913K 0.43%
2,758
29
$862K 0.4%
14,047
30
$827K 0.39%
6,047
31
$728K 0.34%
+37,500
32
$689K 0.32%
10,899
33
$680K 0.32%
2,249
34
$653K 0.3%
2,200
35
$613K 0.29%
168,416
36
$605K 0.28%
60,000
37
$584K 0.27%
1,549
38
$536K 0.25%
7,698
39
$527K 0.25%
3,128
40
$512K 0.24%
68,957
+51,978
41
$493K 0.23%
4,640
42
$417K 0.19%
1,303
43
$409K 0.19%
1
44
$336K 0.16%
192
45
$319K 0.15%
1,934
46
$286K 0.13%
2,515
47
$275K 0.13%
45,000
48
$273K 0.13%
4,381
49
$259K 0.12%
1,007
50
$248K 0.12%
863
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