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
401
$70.7K 0.01%
417
-57
402
$70.5K 0.01%
406
-83
403
$70K 0.01%
239
+123
404
$69.8K 0.01%
246
+45
405
$69.7K 0.01%
1,310
-27
406
$69.6K 0.01%
1,005
+20
407
$69.4K 0.01%
7,190
408
$69.3K 0.01%
3,421
-44
409
$67.9K 0.01%
2,812
+43
410
$67.8K 0.01%
1,553
411
$67.6K 0.01%
+111
412
$67.4K 0.01%
781
+393
413
$66.8K 0.01%
293
-53
414
$66.7K 0.01%
449
415
$66.3K 0.01%
600
416
$66.1K 0.01%
179
+4
417
$65.6K 0.01%
4,188
+309
418
$65.5K 0.01%
1,134
-495
419
$65.4K 0.01%
1,117
+763
420
$64.9K 0.01%
1,579
+80
421
$64.8K 0.01%
462
+110
422
$64.3K 0.01%
7,763
423
$64.2K 0.01%
7,090
+889
424
$63.3K 0.01%
600
425
$63.1K 0.01%
343
+143
15 16
17
18 19