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
301
$64.9K 0.02%
475
-147
302
$64.5K 0.02%
1,900
+144
303
$64.1K 0.02%
860
304
$64.1K 0.02%
262
-28
305
$63.6K 0.02%
1,937
-168
306
$63.4K 0.02%
2,527
-167
307
$63.2K 0.02%
560
-348
308
$63.1K 0.02%
261
-24
309
$63K 0.02%
3,748
-1,000
310
$62.8K 0.02%
754
+1
311
$62.7K 0.02%
361
-140
312
$62.1K 0.02%
2,409
+161
313
$62K 0.02%
1,553
-589
314
$61.7K 0.02%
298
-129
315
$61.7K 0.02%
2,125
-190
316
$61.4K 0.02%
732
+27
317
$60.8K 0.02%
1,012
+117
318
$60.6K 0.02%
1,331
-104
319
$60.5K 0.02%
3,879
-837
320
$60.1K 0.02%
4,229
+1,229
321
$60K 0.02%
1,926
+58
322
$59.9K 0.02%
1,672
-219
323
$59.4K 0.02%
1,213
-54
324
$59.3K 0.02%
578
-100
325
$58.7K 0.02%
589
-106
11 12
13
14 15