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
$195M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$3.73M
3
+$411K
4
GOLF icon
Acushnet Holdings
GOLF
+$206K
5
SSNC icon
SS&C Technologies
SSNC
+$202K

Top Sells

1
+$5.83M
2
+$5.58M
3
+$3.83M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.16M
5
META icon
Meta Platforms (Facebook)
META
+$908K

Sector Composition

1 Financials 30.23%
2 Communication Services 29.44%
3 Healthcare 21.7%
4 Consumer Discretionary 6.59%
5 Technology 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$321K 0.16%
1,300
-780
52
$314K 0.16%
6,000
53
$314K 0.16%
10,000
54
$304K 0.16%
7,922
55
$300K 0.15%
2,276
56
$300K 0.15%
1,000
57
$299K 0.15%
19,068
58
$294K 0.15%
2,400
59
$294K 0.15%
6,240
60
$292K 0.15%
2,740
61
$291K 0.15%
580
62
$286K 0.15%
6,061
63
$280K 0.14%
1,710
64
$278K 0.14%
1,630
65
$275K 0.14%
5,030
66
$272K 0.14%
9,070
67
$268K 0.14%
1,501
68
$267K 0.14%
2,580
69
$266K 0.14%
1,303
70
$264K 0.14%
3,000
71
$261K 0.13%
720
72
$261K 0.13%
3,300
73
$261K 0.13%
7,990
74
$259K 0.13%
1,120
75
$257K 0.13%
2,800
1 2
3
4 5