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
$186M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$17.8M
3
+$13.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.19M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 69.21%
2 Industrials 11.31%
3 Consumer Discretionary 11.17%
4 Communication Services 5.21%
5 Technology 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$113M 60.86%
+334
2
$17.8M 9.54%
+700,000
3
$13.2M 7.11%
+901,900
4
$4.19M 2.25%
+62,660
5
$3.6M 1.93%
+15,876
6
$2.64M 1.42%
+8,848
7
$2.56M 1.38%
+73,125
8
$2.5M 1.34%
+12,164
9
$2.14M 1.15%
+57,100
10
$2.06M 1.11%
+162,208
11
$2.02M 1.08%
+33,004
12
$2M 1.07%
+4,524
13
$1.81M 0.97%
+27,040
14
$1.52M 0.81%
+17,312
15
$1.45M 0.78%
+10,400
16
$1.37M 0.73%
+10,021
17
$1.26M 0.68%
+32,000
18
$966K 0.52%
+4,200
19
$895K 0.48%
+20,110
20
$741K 0.4%
+9,975
21
$721K 0.39%
+9,708
22
$684K 0.37%
+14,391
23
$644K 0.35%
+2,758
24
$552K 0.3%
+8,000
25
$526K 0.28%
+50,000
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