HCA

Hyperion Capital Advisors Portfolio holdings

AUM $187M
1-Year Est. Return 12.63%
This Quarter Est. Return
1 Year Est. Return
+12.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$5.69M
3
+$688K
4
CPA icon
Copa Holdings
CPA
+$499K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$484K

Top Sells

1
+$9.91M
2
+$7.56M
3
+$1.26M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$599K
5
CACC icon
Credit Acceptance
CACC
+$496K

Sector Composition

1 Financials 30.51%
2 Communication Services 29.15%
3 Healthcare 18.55%
4 Technology 6.78%
5 Consumer Discretionary 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$287K 0.16%
1,303
52
$276K 0.15%
800
-200
53
$275K 0.15%
+10,000
54
$269K 0.15%
1,501
55
$256K 0.14%
2,800
56
$253K 0.14%
2,203
-73
57
$235K 0.13%
2,300
58
$229K 0.12%
168,416
59
$222K 0.12%
5,720
60
$213K 0.12%
900
61
$211K 0.11%
5,000
62
$206K 0.11%
15,000
+5,000
63
$168K 0.09%
15,000
-727
64
$136K 0.07%
45,000
65
$100K 0.05%
29,848
66
– –
-3,220
67
– –
-3,100
68
– –
-720
69
– –
-7,180
70
– –
-14,100
71
– –
-9,070
72
– –
-1,620
73
– –
-1,480
74
– –
-900
75
– –
-2,400
1 2
3
4