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
$182M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$1.22M
3
+$279K
4
AXP icon
American Express
AXP
+$251K
5
SCHW icon
Charles Schwab
SCHW
+$247K

Top Sells

1
+$3.01M
2
+$2.61M
3
+$2.46M
4
ANET icon
Arista Networks
ANET
+$1.67M
5
CRM icon
Salesforce
CRM
+$409K

Sector Composition

1 Financials 36.11%
2 Communication Services 25.21%
3 Healthcare 17.39%
4 Consumer Discretionary 9.69%
5 Technology 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$254K 0.14%
2,000
52
$251K 0.14%
19,068
53
$251K 0.14%
+1,680
54
$251K 0.14%
50,000
55
$249K 0.14%
9,081
56
$247K 0.14%
2,276
57
$220K 0.12%
+2,532
58
$217K 0.12%
168,416
59
$210K 0.12%
+1,200
60
$201K 0.11%
+10,000
61
$174K 0.1%
15,867
62
$141K 0.08%
45,000
63
– –
-1,934
64
– –
-4,381
65
– –
-2,239
66
– –
-45,688
1 2
3