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
326
$101K 0.02%
237
-17
327
$100K 0.02%
985
-256
328
$99.5K 0.02%
94
+1
329
$99.4K 0.02%
20
+4
330
$99.2K 0.02%
5,000
331
$98.3K 0.02%
748
+740
332
$96.9K 0.02%
595
+487
333
$96.9K 0.02%
790
-117
334
$96.5K 0.02%
430
+55
335
$95.2K 0.02%
727
+73
336
$95.2K 0.02%
203
+21
337
$93.6K 0.02%
2,459
+790
338
$93.4K 0.02%
223
+66
339
$92.9K 0.02%
876
+280
340
$91.6K 0.02%
46
+20
341
$91.5K 0.02%
9,593
+1,660
342
$90.9K 0.02%
926
-250
343
$90K 0.02%
4,939
-4
344
$89.6K 0.02%
2,171
+80
345
$88.8K 0.02%
1,393
+212
346
$88.7K 0.02%
1,544
+311
347
$88.1K 0.02%
450
348
$87.2K 0.02%
4,744
-54
349
$87K 0.02%
+145
350
$86.2K 0.02%
990
-178
12 13
14
15 16