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
76
$253K 0.13%
4,510
77
$248K 0.13%
1,840
78
$239K 0.12%
5,000
79
$229K 0.12%
1,830
80
$224K 0.12%
168,416
81
$222K 0.11%
7,180
82
$221K 0.11%
3,100
83
$220K 0.11%
2,300
84
$217K 0.11%
1,250
85
$214K 0.11%
3,470
86
$214K 0.11%
14,100
87
$206K 0.11%
352
88
$206K 0.11%
+2,900
89
$206K 0.11%
5,720
90
$205K 0.11%
15,727
91
$205K 0.11%
900
92
$203K 0.1%
6,220
-1,079
93
$202K 0.1%
+2,672
94
$135K 0.07%
45,000
95
$126K 0.06%
29,848
96
$119K 0.06%
10,000
97
– –
-3,350
98
– –
-2,050
99
– –
-8,840
100
– –
-3,575
2 3
4
5 6