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
$182M
AUM Growth
-$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$1.22M
3
+$279K
4
AXP icon
American Express
AXP
+$251K
5
SCHW icon
Charles Schwab
SCHW
+$247K

Top Sells

1
+$3.01M
2
+$2.61M
3
+$2.46M
4
ANET icon
Arista Networks
ANET
+$1.67M
5
CRM icon
Salesforce
CRM
+$409K

Sector Composition

1 Financials 36.11%
2 Communication Services 25.21%
3 Healthcare 17.39%
4 Consumer Discretionary 9.69%
5 Technology 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 11.4%
189,067
2
$18.1M 9.91%
41,509
+14,611
3
$16.6M 9.09%
125,788
4
$13.2M 7.26%
28,771
5
$11.8M 6.49%
23,466
+200
6
$9.89M 5.42%
517,020
7
$8.58M 4.7%
93,913
8
$8.56M 4.69%
28,527
-8,205
9
$8.47M 4.64%
154,253
+4,500
10
$7.64M 4.19%
58,350
11
$5.85M 3.21%
206,061
12
$5.85M 3.21%
67,295
13
$5.6M 3.07%
38,624
-18,000
14
$4.52M 2.48%
12,896
15
$3.44M 1.89%
9,113
-7,972
16
$2.9M 1.59%
32,668
17
$2.84M 1.56%
73,125
18
$2.4M 1.31%
6,051
19
$1.89M 1.04%
135,000
20
$1.58M 0.86%
34,256
-36,400
21
$1.49M 0.82%
21,021
22
$1.44M 0.79%
15,180
23
$1.44M 0.79%
49,019
+41,500
24
$1.42M 0.78%
27,400
25
$1.1M 0.6%
21,055
1
2 3