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
426
$62.9K 0.01%
296
427
$62.9K 0.01%
921
+101
428
$62.2K 0.01%
7,721
+2,057
429
$62.1K 0.01%
1,669
+34
430
$61.4K 0.01%
7,227
+1,690
431
$61.3K 0.01%
3,023
+132
432
$61.3K 0.01%
2,606
-132
433
$60.2K 0.01%
2,770
+258
434
$59.9K 0.01%
2,595
+2,085
435
$59.9K 0.01%
3,125
436
$59.9K 0.01%
+1,356
437
$59K 0.01%
252
-6
438
$59K 0.01%
3,500
439
$58.6K 0.01%
502
+430
440
$58.5K 0.01%
765
+401
441
$58.1K 0.01%
1,249
+871
442
$57.7K 0.01%
870
+357
443
$57.4K 0.01%
669
-179
444
$57.1K 0.01%
612
445
$56.6K 0.01%
2,651
+1,441
446
$56.3K 0.01%
4,526
-8
447
$56.3K 0.01%
2,062
+58
448
$56.1K 0.01%
836
-81
449
$56K 0.01%
659
+45
450
$55.8K 0.01%
629
16 17
18
19 20