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
301
$108K 0.02%
2,030
+878
302
$108K 0.02%
3,003
+86
303
$107K 0.02%
770
+136
304
$107K 0.02%
456
+91
305
$107K 0.02%
4,955
+184
306
$106K 0.02%
2,983
+574
307
$106K 0.02%
1,190
+225
308
$105K 0.02%
1,000
309
$105K 0.02%
5,110
310
$105K 0.02%
6,440
+2,337
311
$105K 0.02%
3,404
+46
312
$104K 0.02%
233
+26
313
$104K 0.02%
195
-17
314
$104K 0.02%
3,175
+271
315
$103K 0.02%
4,891
+711
316
$103K 0.02%
314
+28
317
$103K 0.02%
563
-26
318
$103K 0.02%
3,018
+18
319
$102K 0.02%
2,586
-56
320
$102K 0.02%
7,028
+770
321
$102K 0.02%
1,047
+273
322
$102K 0.02%
878
+170
323
$102K 0.02%
409
324
$101K 0.02%
2,241
+389
325
$101K 0.02%
1,109
-290
11 12
13
14 15