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
$376M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$5.38M
3
+$4.96M
4
UNH icon
UnitedHealth
UNH
+$2.85M
5
URBN icon
Urban Outfitters
URBN
+$1.63M

Top Sells

1
+$6.25M
2
+$2.61M
3
+$1.25M
4
ASAI
Sendas Distribuidora S.A. American Depositary Share (each representing five common shares)
ASAI
+$871K
5
VMEO icon
Vimeo
VMEO
+$286K

Sector Composition

1 Financials 49.04%
2 Communication Services 15.31%
3 Industrials 10.48%
4 Healthcare 7.89%
5 Consumer Discretionary 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$137M 36.5%
334
2
$36.2M 9.62%
700,000
3
$24.5M 6.51%
72,173
+14,614
4
$18.8M 5%
141,160
+7,320
5
$17.8M 4.72%
45,472
+7,291
6
$17.7M 4.7%
158,459
+48,200
7
$17.2M 4.58%
901,900
8
$17.2M 4.56%
29,334
-10,672
9
$14.8M 3.93%
128,926
+10,992
10
$9.95M 2.64%
26,693
+2,789
11
$9.18M 2.44%
447,127
+435,658
12
$6.06M 1.61%
45,320
13
$5.93M 1.57%
200,000
14
$5.76M 1.53%
9,441
+765
15
$4.61M 1.22%
214,432
-58,256
16
$3.52M 0.94%
12,896
17
$3.22M 0.86%
73,125
18
$2.56M 0.68%
20,021
19
$2.18M 0.58%
33,004
20
$2.1M 0.56%
6,051
21
$1.77M 0.47%
32,000
22
$1.63M 0.43%
+55,000
23
$1.56M 0.41%
+140,000
24
$1.25M 0.33%
10,180
25
$1.22M 0.32%
70,000
-50,000
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