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
$184M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$2.67M
3
+$1.77M
4
CHTR icon
Charter Communications
CHTR
+$305K
5
HDB icon
HDFC Bank
HDB
+$294K

Top Sells

1
+$44.4M
2
+$3.52M
3
+$2.51M
4
TSM icon
TSMC
TSM
+$2.08M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.22M

Sector Composition

1 Financials 37.76%
2 Communication Services 26.8%
3 Healthcare 13.58%
4 Consumer Discretionary 9.24%
5 Technology 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$274K 0.15%
+7,519
52
$261K 0.14%
+9,081
53
$257K 0.14%
19,068
+2,930
54
$240K 0.13%
50,000
55
$229K 0.12%
+2,000
56
$226K 0.12%
+4,381
57
$223K 0.12%
+9,000
58
$220K 0.12%
+2,239
59
$198K 0.11%
15,867
60
$184K 0.1%
45,688
61
$169K 0.09%
45,000
62
– –
-10,861
63
– –
-5,000
64
– –
-16,000
65
– –
-100,000
66
– –
-2,407
67
– –
-500,000
1 2
3