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
$170M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.24M
3
+$2.18M
4
ANET icon
Arista Networks
ANET
+$2.06M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.02M

Top Sells

1
+$1.49M
2
+$936K
3
+$764K
4
DAL icon
Delta Air Lines
DAL
+$542K
5
CARG icon
CarGurus
CARG
+$431K

Sector Composition

1 Financials 62.41%
2 Communication Services 10.03%
3 Industrials 9.87%
4 Consumer Discretionary 9.35%
5 Technology 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$89.3M 52.59%
334
2
$14.5M 8.54%
700,000
3
$9.23M 5.44%
901,900
4
$6.82M 4.02%
30,023
+17,435
5
$6.43M 3.79%
90,940
+28,560
6
$4.99M 2.94%
11,911
+5,211
7
$4.08M 2.41%
13,850
+7,589
8
$4.07M 2.4%
309,856
+157,232
9
$3.81M 2.24%
21,313
+5,382
10
$2.81M 1.66%
49,535
+29,043
11
$2.56M 1.51%
8,642
-298
12
$1.94M 1.14%
73,125
13
$1.93M 1.13%
+21,014
14
$1.71M 1.01%
24,100
-2,940
15
$1.67M 0.98%
33,004
16
$1.65M 0.97%
18,438
-2,242
17
$1.3M 0.77%
32,000
18
$1.15M 0.67%
8,300
+4,080
19
$1.14M 0.67%
20,110
20
$1.06M 0.63%
9,975
21
$830K 0.49%
4,200
22
$600K 0.35%
2,642
-109
23
$512K 0.3%
+16,706
24
$498K 0.29%
2,758
25
$489K 0.29%
14,499
+108
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