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
$182M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$1.22M
3
+$279K
4
AXP icon
American Express
AXP
+$251K
5
SCHW icon
Charles Schwab
SCHW
+$247K

Top Sells

1
+$3.01M
2
+$2.61M
3
+$2.46M
4
ANET icon
Arista Networks
ANET
+$1.67M
5
CRM icon
Salesforce
CRM
+$409K

Sector Composition

1 Financials 36.11%
2 Communication Services 25.21%
3 Healthcare 17.39%
4 Consumer Discretionary 9.69%
5 Technology 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.57%
6,047
27
$934K 0.51%
37,500
28
$844K 0.46%
2,249
29
$756K 0.41%
2,758
30
$712K 0.39%
2,200
31
$693K 0.38%
1,622
+102
32
$598K 0.33%
3,488
33
$592K 0.32%
192
34
$531K 0.29%
1
35
$526K 0.29%
8,447
-1,672
36
$524K 0.29%
7,500
37
$516K 0.28%
1,367
38
$475K 0.26%
3,740
-900
39
$365K 0.2%
831
40
$335K 0.18%
9,000
41
$321K 0.18%
863
42
$318K 0.17%
1,007
43
$302K 0.17%
7,698
44
$295K 0.16%
13,652
45
$290K 0.16%
4,920
+700
46
$290K 0.16%
10,600
47
$279K 0.15%
+7,400
48
$275K 0.15%
48,957
-20,000
49
$270K 0.15%
1,300
50
$261K 0.14%
1,303
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