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
$203M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$2.05M
3
+$887K
4
UNH icon
UnitedHealth
UNH
+$849K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$693K

Top Sells

1
+$13.1M
2
+$3.89M
3
+$286K
4
IAC icon
IAC Inc
IAC
+$273K
5
NFLX icon
Netflix
NFLX
+$169K

Sector Composition

1 Financials 24.84%
2 Industrials 22.31%
3 Communication Services 20.31%
4 Healthcare 13.84%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.2M 20.33%
700,000
2
$19.3M 9.5%
213,222
+9,818
3
$16M 7.89%
31,703
+1,682
4
$13.4M 6.58%
98,414
-892
5
$13.1M 6.48%
136,746
+946
6
$10.8M 5.34%
158,023
-1,105
7
$10M 4.95%
22,088
+4,524
8
$9.51M 4.69%
21,711
+896
9
$8.02M 3.95%
34,047
-718
10
$6.75M 3.33%
+64,624
11
$5.94M 2.93%
502,020
12
$5.64M 2.78%
58,947
+7,247
13
$5.27M 2.6%
200,061
14
$3.7M 1.83%
55,000
15
$3.44M 1.7%
12,896
16
$3.12M 1.54%
110,656
17
$2.05M 1.01%
32,989
18
$1.94M 0.95%
32,000
19
$1.72M 0.85%
6,051
20
$1.71M 0.84%
73,125
21
$1.47M 0.73%
474,030
-3,566
22
$1.38M 0.68%
20,821
+100
23
$1.3M 0.64%
27,400
24
$1.27M 0.63%
16,000
25
$1.12M 0.55%
21,950
+1,200
1
2 3