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
$264M
AUM Growth
-$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$3.52M
3
+$3M
4
NFLX icon
Netflix
NFLX
+$1.84M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.44M

Top Sells

1
+$176M
2
+$6.51M
3
+$2.67M
4
VIPS icon
Vipshop
VIPS
+$1.6M
5
UNH icon
UnitedHealth
UNH
+$1.46M

Sector Composition

1 Communication Services 22.14%
2 Healthcare 20.13%
3 Industrials 18.32%
4 Financials 18.2%
5 Technology 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.2M 17.11%
700,000
2
$24.4M 9.24%
109,753
+33,532
3
$23M 8.7%
45,015
-2,867
4
$19.8M 7.51%
141,980
-1,400
5
$18.9M 7.17%
143,252
+10,073
6
$16.6M 6.29%
159,336
+4,362
7
$14.5M 5.48%
667,919
+138,371
8
$12.7M 4.8%
25,792
-2,762
9
$10.9M 4.13%
19,822
+329
10
$8.17M 3.09%
501,900
-400,000
11
$6.34M 2.4%
45,560
+240
12
$6.18M 2.34%
200,000
13
$5.51M 2.09%
14,704
+4,922
14
$4.55M 1.72%
12,896
15
$4.16M 1.58%
480,907
+10,364
16
$3.85M 1.46%
110,656
-76,724
17
$3.52M 1.33%
+35,000
18
$3.31M 1.25%
197,000
+44,000
19
$3.21M 1.22%
128,000
+8,000
20
$2.55M 0.97%
73,125
21
$2.31M 0.88%
32,000
22
$2.16M 0.82%
6,051
23
$2M 0.76%
33,004
24
$1.98M 0.75%
20,521
+500
25
$1.44M 0.54%
+16,000
1
2 3