HCA

Hyperion Capital Advisors Portfolio holdings

AUM $187M
1-Year Est. Return 12.63%
This Quarter Est. Return
1 Year Est. Return
+12.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$5.69M
3
+$688K
4
CPA icon
Copa Holdings
CPA
+$499K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$484K

Top Sells

1
+$9.91M
2
+$7.56M
3
+$1.26M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$599K
5
CACC icon
Credit Acceptance
CACC
+$496K

Sector Composition

1 Financials 30.51%
2 Communication Services 29.15%
3 Healthcare 18.55%
4 Technology 6.78%
5 Consumer Discretionary 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$911K 0.5%
2,473
-162
27
$888K 0.48%
15,000
-360
28
$854K 0.46%
9,200
+2,000
29
$798K 0.43%
1
30
$789K 0.43%
2,738
31
$777K 0.42%
8,400
+5,400
32
$772K 0.42%
10,180
33
$771K 0.42%
8,563
+1,375
34
$714K 0.39%
155
-84
35
$628K 0.34%
3,300
-440
36
$493K 0.27%
14,840
37
$477K 0.26%
2,130
38
$422K 0.23%
900
39
$402K 0.22%
863
40
$393K 0.21%
2,450
+1,200
41
$379K 0.21%
9,081
42
$378K 0.21%
1,007
43
$374K 0.2%
19,068
44
$371K 0.2%
1,380
45
$350K 0.19%
8,452
-4,800
46
$341K 0.19%
10,000
47
$338K 0.18%
18,586
-977
48
$316K 0.17%
6,061
49
$303K 0.17%
1,300
50
$289K 0.16%
6,000
1
2
3 4