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
$195M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$3.73M
3
+$411K
4
GOLF icon
Acushnet Holdings
GOLF
+$206K
5
SSNC icon
SS&C Technologies
SSNC
+$202K

Top Sells

1
+$5.83M
2
+$5.58M
3
+$3.83M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.16M
5
META icon
Meta Platforms (Facebook)
META
+$908K

Sector Composition

1 Financials 30.23%
2 Communication Services 29.44%
3 Healthcare 21.7%
4 Consumer Discretionary 6.59%
5 Technology 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.7M 10.62%
138,686
-37,465
2
$18.8M 9.66%
98,784
-20,135
3
$18.1M 9.29%
48,998
+10,105
4
$15.2M 7.8%
25,932
-1,550
5
$12.8M 6.56%
25,230
-397
6
$12.2M 6.27%
26,016
-1,485
7
$9.94M 5.11%
134,294
-8,677
8
$9.46M 4.86%
49,992
-3,672
9
$9.21M 4.73%
+43,925
10
$7.21M 3.7%
8,087
11
$5.77M 2.96%
77,145
-15,500
12
$5.62M 2.89%
12,402
13
$3.11M 1.6%
71,375
14
$3.08M 1.58%
25,501
-4,752
15
$3.05M 1.57%
96,019
16
$2.68M 1.38%
24,228
17
$2.23M 1.14%
4,231
-1,573
18
$2.17M 1.11%
10,988
-29,537
19
$1.72M 0.88%
135,000
20
$1.67M 0.86%
87,959
21
$1.58M 0.81%
6,293
22
$1.33M 0.69%
16,327
23
$1.19M 0.61%
239
24
$984K 0.51%
15,360
25
$978K 0.5%
2,635
1
2 3 4 5