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
$213M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.46M
3
+$257K
4
ADI icon
Analog Devices
ADI
+$219K
5
AER icon
AerCap
AER
+$214K

Top Sells

1
+$2.67M
2
+$1.68M
3
+$970K
4
ICE icon
Intercontinental Exchange
ICE
+$579K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$470K

Sector Composition

1 Financials 34.75%
2 Communication Services 27.84%
3 Healthcare 17.49%
4 Technology 6.75%
5 Consumer Discretionary 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$947K 0.44%
239
27
$764K 0.36%
2,635
28
$750K 0.35%
3,488
29
$723K 0.34%
3,740
30
$712K 0.33%
2,161
31
$671K 0.31%
7,500
32
$612K 0.29%
1
33
$600K 0.28%
8,349
34
$578K 0.27%
18,852
35
$459K 0.22%
2,080
+780
36
$450K 0.21%
1,007
37
$411K 0.19%
1,100
-200
38
$389K 0.18%
1,680
-500
39
$379K 0.18%
863
40
$374K 0.18%
5,820
+900
41
$365K 0.17%
2,050
42
$361K 0.17%
9,081
43
$330K 0.15%
2,276
44
$329K 0.15%
900
45
$327K 0.15%
19,068
46
$321K 0.15%
1,000
47
$320K 0.15%
2,769
48
$318K 0.15%
1,480
49
$312K 0.15%
15,727
50
$309K 0.15%
6,000
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2
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