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
351
$52.3K 0.02%
3,125
-108
352
$52.3K 0.02%
5,050
+3,700
353
$51.8K 0.02%
719
354
$51.6K 0.02%
4,750
355
$51.6K 0.02%
1,728
+101
356
$51.2K 0.01%
1,477
-1,144
357
$51.1K 0.01%
650
-11
358
$50.8K 0.01%
370
-42
359
$50.4K 0.01%
618
-73
360
$50.2K 0.01%
706
361
$49.9K 0.01%
1,000
-300
362
$49.8K 0.01%
2,307
-3,293
363
$49.4K 0.01%
3,235
-1,360
364
$48.4K 0.01%
24
-2
365
$47.6K 0.01%
516
-528
366
$47.4K 0.01%
541
-105
367
$47.4K 0.01%
408
-26
368
$47.3K 0.01%
731
-144
369
$47.2K 0.01%
530
-2
370
$47.2K 0.01%
214
371
$47.2K 0.01%
143
-91
372
$47.1K 0.01%
1,436
373
$46.9K 0.01%
2,883
-3
374
$46.4K 0.01%
4,116
375
$46.1K 0.01%
5,750
-4,102
13 14
15
16 17