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
326
$58.6K 0.02%
888
-69
327
$58.4K 0.02%
2,363
-1,068
328
$58.2K 0.02%
399
-53
329
$58K 0.02%
1,290
-105
330
$57.7K 0.02%
388
+58
331
$56.7K 0.02%
1,350
-397
332
$56.6K 0.02%
657
333
$56.5K 0.02%
2,766
334
$56.3K 0.02%
323
+80
335
$56.1K 0.02%
3,147
-392
336
$55.6K 0.02%
2,298
-445
337
$54.9K 0.02%
2,302
-265
338
$54.2K 0.02%
8,450
-1,500
339
$54.2K 0.02%
4,870
+794
340
$53.8K 0.02%
343
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$53.8K 0.02%
424
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342
$53.4K 0.02%
381
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343
$53K 0.02%
222
-43
344
$52.9K 0.02%
823
345
$52.9K 0.02%
294
-29
346
$52.6K 0.02%
556
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347
$52.6K 0.02%
4,358
348
$52.6K 0.02%
824
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349
$52.4K 0.02%
2,429
-2,164
350
$52.3K 0.02%
279
-9
12 13
14
15 16