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
$184M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$2.67M
3
+$1.77M
4
CHTR icon
Charter Communications
CHTR
+$305K
5
HDB icon
HDFC Bank
HDB
+$294K

Top Sells

1
+$44.4M
2
+$3.52M
3
+$2.51M
4
TSM icon
TSMC
TSM
+$2.08M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.22M

Sector Composition

1 Financials 37.76%
2 Communication Services 26.8%
3 Healthcare 13.58%
4 Consumer Discretionary 9.24%
5 Technology 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$860K 0.47%
2,249
27
$831K 0.45%
37,500
28
$737K 0.4%
68,957
29
$737K 0.4%
10,119
-3
30
$735K 0.4%
2,758
31
$710K 0.39%
2,200
32
$674K 0.37%
1,520
-29
33
$622K 0.34%
3,488
34
$605K 0.33%
4,640
35
$554K 0.3%
1,367
36
$518K 0.28%
192
37
$518K 0.28%
1
38
$516K 0.28%
7,500
-4,500
39
$409K 0.22%
1,934
40
$343K 0.19%
1,007
41
$329K 0.18%
863
42
$322K 0.17%
7,698
43
$305K 0.17%
+831
44
$302K 0.16%
1,303
45
$294K 0.16%
+4,220
46
$293K 0.16%
1,300
47
$290K 0.16%
168,416
48
$284K 0.15%
+13,652
49
$279K 0.15%
10,600
50
$276K 0.15%
2,276
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