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
$264M
AUM Growth
-$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$3.52M
3
+$3M
4
NFLX icon
Netflix
NFLX
+$1.84M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.44M

Top Sells

1
+$176M
2
+$6.51M
3
+$2.67M
4
VIPS icon
Vipshop
VIPS
+$1.6M
5
UNH icon
UnitedHealth
UNH
+$1.46M

Sector Composition

1 Communication Services 22.14%
2 Healthcare 20.13%
3 Industrials 18.32%
4 Financials 18.2%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$246K 0.09%
900
52
$231K 0.09%
+5,000
53
$220K 0.08%
4,042
54
$216K 0.08%
15,000
+4,810
55
$200K 0.08%
2,672
56
$198K 0.08%
100,000
57
$187K 0.07%
10,861
58
$136K 0.05%
+16,979
59
$87K 0.03%
1,296
+370
60
– –
-2,276
61
– –
-190,000
62
– –
-1,087
63
– –
-70,000
1 2
3