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
$141M
AUM Growth
-$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$647K
3
+$556K
4
DAL icon
Delta Air Lines
DAL
+$542K
5
CARG icon
CarGurus
CARG
+$518K

Top Sells

1
+$552K
2
+$310K
3
+$296K
4
J icon
Jacobs Solutions
J
+$277K
5
DHI icon
D.R. Horton
DHI
+$264K

Sector Composition

1 Financials 72.93%
2 Consumer Discretionary 8.29%
3 Industrials 7.82%
4 Communication Services 5.64%
5 Technology 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.8M 64.5%
334
2
$8.56M 6.08%
700,000
3
$6.49M 4.6%
901,900
4
$3.63M 2.58%
62,380
-280
5
$2.91M 2.07%
15,931
+55
6
$2.16M 1.53%
8,940
+92
7
$2.1M 1.49%
12,588
+424
8
$1.93M 1.37%
152,624
-9,584
9
$1.71M 1.22%
6,700
+2,176
10
$1.58M 1.12%
33,004
11
$1.57M 1.12%
27,040
12
$1.56M 1.11%
+6,261
13
$1.55M 1.1%
73,125
14
$1.49M 1.06%
57,100
15
$1.16M 0.82%
32,000
16
$1.11M 0.79%
20,680
+3,368
17
$979K 0.7%
20,492
+13,551
18
$936K 0.66%
10,400
19
$764K 0.54%
10,021
20
$649K 0.46%
4,200
21
$644K 0.46%
20,110
22
$542K 0.38%
+19,000
23
$518K 0.37%
+27,370
24
$502K 0.36%
2,758
25
$484K 0.34%
14,391
1
2