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
$195M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$3.73M
3
+$411K
4
GOLF icon
Acushnet Holdings
GOLF
+$206K
5
SSNC icon
SS&C Technologies
SSNC
+$202K

Top Sells

1
+$5.83M
2
+$5.58M
3
+$3.83M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.16M
5
META icon
Meta Platforms (Facebook)
META
+$908K

Sector Composition

1 Financials 30.23%
2 Communication Services 29.44%
3 Healthcare 21.7%
4 Consumer Discretionary 6.59%
5 Technology 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$974K 0.5%
10,180
27
$821K 0.42%
3,740
28
$765K 0.39%
7,500
29
$698K 0.36%
2,130
-31
30
$682K 0.35%
7,200
31
$681K 0.35%
1
32
$666K 0.34%
7,188
-762
33
$663K 0.34%
2,738
-750
34
$585K 0.3%
13,252
-5,600
35
$474K 0.24%
7,420
+1,600
36
$424K 0.22%
1,007
37
$411K 0.21%
+19,563
38
$410K 0.21%
1,380
-300
39
$409K 0.21%
900
40
$399K 0.21%
9,081
41
$381K 0.2%
900
-200
42
$376K 0.19%
1,940
43
$374K 0.19%
2,020
44
$361K 0.19%
863
45
$349K 0.18%
6,560
46
$348K 0.18%
3,220
47
$339K 0.17%
1,480
48
$332K 0.17%
1,780
49
$329K 0.17%
1,620
50
$323K 0.17%
4,950
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