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
426
$33.3K 0.01%
102
+15
427
$33.2K 0.01%
462
-492
428
$33.1K 0.01%
433
429
$33.1K 0.01%
+1,173
430
$33K 0.01%
400
-200
431
$32.9K 0.01%
426
-60
432
$32.8K 0.01%
2,402
-98
433
$32.8K 0.01%
449
-149
434
$32.8K 0.01%
1
435
$32.6K 0.01%
4,000
436
$32.5K 0.01%
217
+26
437
$32.5K 0.01%
1,133
-144
438
$32.3K 0.01%
266
-243
439
$32.2K 0.01%
800
-402
440
$32.1K 0.01%
1,169
-1,030
441
$32.1K 0.01%
928
+393
442
$32.1K 0.01%
3,365
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443
$32.1K 0.01%
2,521
-3
444
$32K 0.01%
527
445
$31.6K 0.01%
129
+9
446
$31K 0.01%
1,124
+81
447
$31K 0.01%
128
-36
448
$30.8K 0.01%
967
449
$30.7K 0.01%
3,637
450
$30.5K 0.01%
302
-125
16 17
18
19 20