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
$350M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.21M
3
+$3.19M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.71M
5
ARCE
Arco Platform Limited Class A Common Shares
ARCE
+$2.61M

Top Sells

1
+$6.38M
2
+$279K
3
+$239K
4
W icon
Wayfair
W
+$137K
5
WST icon
West Pharmaceutical
WST
+$16.5K

Sector Composition

1 Financials 53.51%
2 Communication Services 14.13%
3 Industrials 9.43%
4 Consumer Discretionary 7.5%
5 Healthcare 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$140M 39.91%
334
2
$29.9M 8.52%
700,000
3
$20M 5.71%
57,559
+9,168
4
$18.2M 5.19%
40,006
+1,519
5
$17.8M 5.07%
901,900
6
$16.8M 4.79%
133,840
+21,660
7
$15.3M 4.36%
38,181
+8,025
8
$14M 4%
117,934
+14,342
9
$13.2M 3.78%
110,259
+17,987
10
$9.13M 2.61%
23,904
+9,942
11
$6.17M 1.76%
272,688
-281,952
12
$6.09M 1.74%
200,000
13
$5.53M 1.58%
45,320
14
$4.58M 1.31%
8,676
+1,663
15
$3.58M 1.02%
12,896
16
$3.17M 0.9%
73,125
17
$2.61M 0.74%
+85,000
18
$2.59M 0.74%
20,021
+470
19
$2.23M 0.64%
33,004
20
$2.21M 0.63%
6,051
-656
21
$2.05M 0.59%
120,000
+60,000
22
$1.7M 0.49%
32,000
23
$1.25M 0.36%
7,754
24
$1.15M 0.33%
10,180
+205
25
$953K 0.27%
2,758
1
2