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
376
$78.8K 0.01%
639
+12
377
$78.7K 0.01%
+241
378
$77.9K 0.01%
380
+250
379
$76.7K 0.01%
213
-41
380
$75.9K 0.01%
636
381
$75.7K 0.01%
2,048
+295
382
$75.6K 0.01%
1,858
-20
383
$75.3K 0.01%
5,690
+1,271
384
$74.8K 0.01%
2,766
385
$74.5K 0.01%
2,412
+1,180
386
$74.2K 0.01%
2,973
+1,058
387
$73.9K 0.01%
1,535
+89
388
$73.7K 0.01%
1,850
-30
389
$73.5K 0.01%
279
+67
390
$73.4K 0.01%
614
391
$73.3K 0.01%
524
-32
392
$73.2K 0.01%
7,535
-769
393
$72.7K 0.01%
828
394
$72.5K 0.01%
301
-63
395
$72.3K 0.01%
2,228
+1,085
396
$71.7K 0.01%
2,511
-331
397
$71.6K 0.01%
5,389
+765
398
$71.5K 0.01%
214
399
$71K 0.01%
4,750
400
$71K 0.01%
1,875
14 15
16
17 18