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
$213M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.46M
3
+$257K
4
ADI icon
Analog Devices
ADI
+$219K
5
AER icon
AerCap
AER
+$214K

Top Sells

1
+$2.67M
2
+$1.68M
3
+$970K
4
ICE icon
Intercontinental Exchange
ICE
+$579K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$470K

Sector Composition

1 Financials 34.75%
2 Communication Services 27.84%
3 Healthcare 17.49%
4 Technology 6.75%
5 Consumer Discretionary 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$305K 0.14%
6,560
52
$304K 0.14%
2,350
53
$303K 0.14%
1,013
+182
54
$302K 0.14%
2,400
55
$301K 0.14%
5,600
56
$295K 0.14%
1,880
57
$291K 0.14%
3,450
58
$290K 0.14%
10,120
59
$290K 0.14%
10,000
60
$285K 0.13%
2,020
61
$283K 0.13%
1,630
62
$280K 0.13%
7,990
63
$280K 0.13%
2,740
64
$277K 0.13%
3,940
65
$272K 0.13%
940
66
$272K 0.13%
580
67
$266K 0.12%
4,990
68
$263K 0.12%
2,388
69
$262K 0.12%
3,310
70
$260K 0.12%
8,840
71
$257K 0.12%
+1,532
72
$256K 0.12%
1,720
73
$256K 0.12%
1,303
74
$244K 0.11%
3,220
75
$242K 0.11%
550
1 2
3
4 5