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
101
$196K 0.09%
10,280
102
$176K 0.08%
+10,000
103
$153K 0.07%
45,000
104
– –
-3,690
105
– –
-610
106
– –
-5,000
107
– –
-1,220
108
– –
-800
109
– –
-5,720
110
– –
-37,500
111
– –
-27,400
112
– –
-1,640
113
– –
-15,867
114
– –
-1,230
115
– –
-15,140
116
– –
-5,000
1 2 3 4
5