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
351
$86K 0.02%
5,277
-155
352
$85.9K 0.02%
1,414
+7
353
$85.2K 0.02%
819
+22
354
$85.1K 0.02%
645
+65
355
$84.9K 0.02%
412
-1
356
$84.4K 0.02%
1,614
+27
357
$83.6K 0.02%
3,800
358
$83.3K 0.02%
7,109
+68
359
$83.2K 0.02%
2,845
-1,535
360
$82.9K 0.02%
4,126
+221
361
$82.7K 0.02%
179
+112
362
$82.7K 0.02%
2,920
+22
363
$82.2K 0.01%
12,518
364
$81K 0.01%
314
+307
365
$81K 0.01%
1,412
+1,004
366
$80.9K 0.01%
167
+141
367
$80.8K 0.01%
7,648
+103
368
$80.7K 0.01%
7,610
-1,713
369
$80.4K 0.01%
1,007
+31
370
$80.3K 0.01%
1,328
+225
371
$80.2K 0.01%
2,349
-598
372
$80.1K 0.01%
373
+12
373
$79.8K 0.01%
693
374
$79.8K 0.01%
749
-144
375
$78.9K 0.01%
430
-400
13 14
15
16 17