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
401
$40.7K 0.01%
164
-64
402
$40.5K 0.01%
433
403
$40.4K 0.01%
2,934
+396
404
$40.3K 0.01%
1,343
-161
405
$39.5K 0.01%
322
+26
406
$39.4K 0.01%
285
-87
407
$39.1K 0.01%
2,432
+265
408
$38.5K 0.01%
1,212
-228
409
$38.5K 0.01%
128
-99
410
$38.4K 0.01%
116
+13
411
$38.3K 0.01%
513
412
$38.3K 0.01%
500
-212
413
$38.1K 0.01%
984
+188
414
$37.9K 0.01%
3,180
-356
415
$37.6K 0.01%
1,686
+120
416
$37.6K 0.01%
2,148
-462
417
$37.2K 0.01%
274
-82
418
$35.9K 0.01%
302
-295
419
$35.8K 0.01%
917
-47
420
$35.8K 0.01%
328
-141
421
$35.8K 0.01%
+2,167
422
$35.1K 0.01%
3,081
-251
423
$35K 0.01%
342
-447
424
$33.3K 0.01%
587
-424
425
$33.3K 0.01%
1,498
-221
15 16
17
18 19