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
$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
126
– –
-8,840
127
– –
-3,575
128
– –
-1,912
129
– –
-80
130
– –
-2,422
131
– –
-3,310
132
– –
-4,990
2 3 4 5
6