HCP

Hexagon Capital Partners Portfolio holdings

AUM $541M
1-Year Est. Return 24.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$550M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,907
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.76M
3
+$1.07M
4
JBHT icon
JB Hunt Transport Services
JBHT
+$392K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$366K

Top Sells

1
+$1.98M
2
+$993K
3
+$932K
4
CVNA icon
Carvana
CVNA
+$593K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$354K

Sector Composition

1 Consumer Staples 40.43%
2 Industrials 13.92%
3 Technology 7.8%
4 Communication Services 7.22%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$158K 0.03%
14,619
-9,200
252
$157K 0.03%
250
-2
253
$155K 0.03%
456
+17
254
$155K 0.03%
1,665
-272
255
$155K 0.03%
4,127
-614
256
$155K 0.03%
1,280
-62
257
$153K 0.03%
1,141
+57
258
$153K 0.03%
2,562
+741
259
$153K 0.03%
314
-13
260
$152K 0.03%
3,460
-352
261
$151K 0.03%
545
+60
262
$148K 0.03%
7,396
+107
263
$146K 0.03%
3,882
+434
264
$144K 0.03%
340
+19
265
$144K 0.03%
1,557
+103
266
$143K 0.03%
2,121
+599
267
$141K 0.03%
297
-27
268
$141K 0.03%
1,540
+48
269
$140K 0.03%
1,488
+182
270
$139K 0.03%
462
-25
271
$137K 0.03%
400
-78
272
$137K 0.02%
5,071
-138
273
$132K 0.02%
15,000
274
$132K 0.02%
2,085
+248
275
$131K 0.02%
1,819
-153
9 10
11
12 13