HCA

Hyperion Capital Advisors Portfolio holdings

AUM $187M
1-Year Est. Return 12.63%
This Quarter Est. Return
1 Year Est. Return
+12.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$5.69M
3
+$688K
4
CPA icon
Copa Holdings
CPA
+$499K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$484K

Top Sells

1
+$9.91M
2
+$7.56M
3
+$1.26M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$599K
5
CACC icon
Credit Acceptance
CACC
+$496K

Sector Composition

1 Financials 30.51%
2 Communication Services 29.15%
3 Healthcare 18.55%
4 Technology 6.78%
5 Consumer Discretionary 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 8.91%
94,883
-43,803
2
$16.1M 8.77%
103,189
+4,405
3
$14.9M 8.14%
25,932
4
$12.9M 7.04%
25,056
-960
5
$12.8M 6.98%
24,477
-753
6
$11.4M 6.21%
26,214
-22,784
7
$9.26M 5.04%
118,254
-16,040
8
$9.05M 4.93%
+17,609
9
$8.21M 4.47%
53,122
+3,130
10
$7.69M 4.18%
43,925
11
$7.54M 4.1%
80,870
12
$6.61M 3.6%
12,402
13
$5.96M 3.25%
70,099
-7,046
14
$5.69M 3.1%
+650,000
15
$3.11M 1.69%
25,501
16
$3.02M 1.65%
71,375
17
$2.86M 1.56%
96,019
18
$2.32M 1.26%
4,231
19
$1.88M 1.02%
24,228
20
$1.87M 1.02%
11,258
+270
21
$1.82M 0.99%
87,959
22
$1.78M 0.97%
135,000
23
$1.4M 0.76%
6,293
24
$1.27M 0.69%
16,327
25
$933K 0.51%
7,500
1
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