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
$550M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,907
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.72M
3
+$1.02M
4
JBHT icon
JB Hunt Transport Services
JBHT
+$374K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$355K

Top Sells

1
+$2.06M
2
+$1.06M
3
+$990K
4
CVNA icon
Carvana
CVNA
+$537K
5
VUG icon
Vanguard Growth ETF
VUG
+$351K

Sector Composition

1 Consumer Staples 40.43%
2 Industrials 13.91%
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
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258
$153K 0.03%
2,562
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259
$153K 0.03%
314
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260
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3,460
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261
$151K 0.03%
545
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262
$148K 0.03%
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263
$146K 0.03%
3,882
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264
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340
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265
$144K 0.03%
1,557
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266
$143K 0.03%
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267
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269
$140K 0.03%
1,488
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270
$139K 0.03%
462
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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