HCP

Hexagon Capital Partners Portfolio holdings

AUM $499M
1-Year Est. Return 20.02%
This Quarter Est. Return
1 Year Est. Return
+20.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,539
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$337K
3
+$294K
4
JBHT icon
JB Hunt Transport Services
JBHT
+$272K
5
VZ icon
Verizon
VZ
+$250K

Top Sells

1
+$7.85M
2
+$2.17M
3
+$464K
4
AMZN icon
Amazon
AMZN
+$406K
5
MRK icon
Merck
MRK
+$392K

Sector Composition

1 Consumer Staples 33.73%
2 Industrials 21.02%
3 Consumer Discretionary 7.74%
4 Technology 5.63%
5 Financials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$94.4K 0.03%
246
+139
252
$93.6K 0.03%
2,378
+374
253
$93K 0.03%
1,462
-37
254
$92.9K 0.03%
377
+5
255
$92.4K 0.03%
916
-534
256
$92.4K 0.03%
1,642
-212
257
$92K 0.03%
1,501
-337
258
$90.2K 0.03%
2,369
+17
259
$89K 0.03%
5,000
260
$88.4K 0.03%
284
-186
261
$87.8K 0.03%
2,246
+89
262
$86.7K 0.03%
619
-317
263
$86.1K 0.03%
1,530
-165
264
$81.9K 0.02%
2,070
-710
265
$80.5K 0.02%
1,022
-332
266
$80.5K 0.02%
1,478
+180
267
$80.3K 0.02%
397
-31
268
$80.2K 0.02%
1,126
-80
269
$79.7K 0.02%
11,818
270
$79.6K 0.02%
1,069
+29
271
$79.4K 0.02%
236
-20
272
$78.5K 0.02%
1,377
-1,130
273
$78.4K 0.02%
1,034
-796
274
$77.9K 0.02%
1,650
+185
275
$75.6K 0.02%
4,339
-886
9 10
11
12 13