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
$310M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.75M
3
+$4.46M
4
CACC icon
Credit Acceptance
CACC
+$4.32M
5
UNH icon
UnitedHealth
UNH
+$3.73M

Top Sells

1
+$990K
2
+$654K
3
+$637K
4
MA icon
Mastercard
MA
+$438K
5
W icon
Wayfair
W
+$23.3K

Sector Composition

1 Financials 54.75%
2 Communication Services 11.86%
3 Industrials 11.56%
4 Consumer Discretionary 8.01%
5 Technology 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$129M 41.58%
334
2
$32.5M 10.48%
700,000
3
$16M 5.18%
901,900
4
$14.3M 4.6%
48,391
+16,117
5
$13.9M 4.48%
38,487
+12,003
6
$11.6M 3.75%
112,180
+15,000
7
$11.6M 3.73%
103,592
+39,964
8
$11.2M 3.62%
30,156
+10,026
9
$10.9M 3.52%
92,272
+26,976
10
$10.5M 3.38%
554,640
+174,064
11
$6.52M 2.11%
200,000
12
$5.01M 1.62%
+13,962
13
$4.67M 1.51%
45,320
+21,220
14
$3.66M 1.18%
7,013
+2,714
15
$3.36M 1.09%
73,125
16
$3.29M 1.06%
12,896
+21
17
$2.59M 0.84%
19,551
18
$2.39M 0.77%
6,707
-1,230
19
$2.18M 0.7%
33,004
20
$1.46M 0.47%
32,000
21
$1.34M 0.43%
9,975
22
$1.06M 0.34%
7,754
23
$784K 0.25%
2,758
24
$780K 0.25%
+60,000
25
$777K 0.25%
6,585
1
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