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
$184M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$7.52M
2
+$2.67M
3
+$1.77M
4
CHTR icon
Charter Communications
CHTR
+$305K
5
HDB icon
HDFC Bank
HDB
+$294K

Top Sells

1
+$44.4M
2
+$3.52M
3
+$2.51M
4
TSM icon
TSMC
TSM
+$2.08M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.22M

Sector Composition

1 Financials 37.76%
2 Communication Services 26.8%
3 Healthcare 13.58%
4 Consumer Discretionary 9.24%
5 Technology 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.4M 11.6%
189,067
-54
2
$15.2M 8.26%
125,788
-69
3
$14.6M 7.93%
28,771
4
$12M 6.49%
26,898
+3,993
5
$11.2M 6.07%
23,266
+234
6
$10.5M 5.72%
36,732
-12,280
7
$9.07M 4.92%
517,020
8
$8.49M 4.61%
149,753
+47,192
9
$8.24M 4.47%
56,624
-8,000
10
$7.53M 4.08%
17,085
-1,803
11
$7.52M 4.08%
+93,913
12
$6.98M 3.79%
58,350
13
$6.79M 3.69%
67,295
-20,624
14
$5.6M 3.04%
206,061
15
$4.4M 2.39%
12,896
16
$3.24M 1.76%
73,125
17
$2.86M 1.55%
70,656
18
$2.77M 1.5%
32,668
-321
19
$2.38M 1.29%
6,051
20
$1.76M 0.95%
21,021
-29,974
21
$1.64M 0.89%
135,000
22
$1.57M 0.85%
15,180
23
$1.48M 0.8%
27,400
24
$1.17M 0.64%
6,047
25
$1.07M 0.58%
21,055
+1,300
1
2 3