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
$253M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$4.06M
3
+$2.33M
4
ICE icon
Intercontinental Exchange
ICE
+$1.96M
5
UNH icon
UnitedHealth
UNH
+$1.72M

Top Sells

1
+$873K
2
+$462K
3
+$415K
4
V icon
Visa
V
+$411K
5
CARG icon
CarGurus
CARG
+$354K

Sector Composition

1 Financials 58.02%
2 Industrials 12.54%
3 Communication Services 9.84%
4 Consumer Discretionary 9.17%
5 Technology 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$116M 45.83%
334
2
$28.6M 11.27%
700,000
3
$16.3M 6.44%
901,900
4
$9.17M 3.62%
26,484
+11,725
5
$8.82M 3.48%
32,274
-181
6
$8.51M 3.36%
97,180
-1,840
7
$7.34M 2.89%
63,628
+16,997
8
$7.12M 2.81%
65,296
+8,111
9
$7.06M 2.79%
20,130
+4,915
10
$6.91M 2.73%
380,576
+43,712
11
$5.12M 2.02%
+200,000
12
$3.22M 1.27%
73,125
13
$2.98M 1.18%
12,875
-3,764
14
$2.83M 1.12%
7,937
-1,162
15
$2.33M 0.92%
+4,299
16
$2.25M 0.89%
33,004
17
$2.11M 0.83%
24,100
18
$1.85M 0.73%
19,551
+1,113
19
$1.52M 0.6%
32,000
20
$1.17M 0.46%
7,754
21
$1.11M 0.44%
4,200
22
$990K 0.39%
+7,000
23
$928K 0.37%
9,975
24
$762K 0.3%
4,680
+1,000
25
$739K 0.29%
5,572
+1,500
1
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