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
376
$45.9K 0.01%
1,498
-451
377
$45.3K 0.01%
7,535
378
$45.3K 0.01%
600
379
$44.9K 0.01%
478
-75
380
$44.9K 0.01%
1,669
+133
381
$44.7K 0.01%
4,541
+3,000
382
$44.6K 0.01%
956
+239
383
$44.6K 0.01%
980
384
$44.3K 0.01%
1,397
-730
385
$44.2K 0.01%
725
+6
386
$44.1K 0.01%
2,763
+943
387
$43.5K 0.01%
955
-503
388
$43.5K 0.01%
393
+96
389
$43K 0.01%
1,165
+47
390
$42.9K 0.01%
2,120
-74
391
$42.8K 0.01%
995
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392
$42.7K 0.01%
919
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393
$42.6K 0.01%
172
-94
394
$42.5K 0.01%
1,273
395
$42.5K 0.01%
1,770
-160
396
$41.9K 0.01%
626
-110
397
$41.6K 0.01%
667
-98
398
$41.4K 0.01%
2,400
399
$41.1K 0.01%
1,256
-11
400
$41.1K 0.01%
449
14 15
16
17 18