HCP
Hexagon Capital Partners Portfolio holdings
AUM
$449M
1-Year Return
25.06%
This Quarter Return
+5.9%
1 Year Return
+25.06%
3 Year Return
+91.27%
5 Year Return
+137.91%
10 Year Return
–
AUM
$359M
AUM Growth
-$6.97M
(-1.9%)
Cap. Flow
-$23.6M
Cap. Flow
% of AUM
-6.57%
Top 10 Holdings %
Top 10 Hldgs %
66.51%
Holding
868
New
65
Increased
254
Reduced
99
Closed
31
Top Buys
| 1 |
ArcelorMittal
MT
|
+$1.22M |
| 2 |
Cleveland-Cliffs
CLF
|
+$723K |
| 3 |
Walmart
WMT
|
+$720K |
| 4 |
iShares US Telecommunications ETF
IYZ
|
+$286K |
| 5 |
Vanguard Value ETF
VTV
|
+$278K |
Top Sells
| 1 |
JB Hunt Transport Services
JBHT
|
+$19.8M |
| 2 |
Tyson Foods
TSN
|
+$10.9M |
| 3 |
Apple
AAPL
|
+$1.63M |
| 4 |
BlackBerry
BB
|
+$477K |
| 5 |
iShares Global Clean Energy ETF
ICLN
|
+$429K |
Sector Composition
| 1 | Consumer Staples | 33.16% |
| 2 | Industrials | 21.44% |
| 3 | Communication Services | 7.56% |
| 4 | Technology | 7.16% |
| 5 | Consumer Discretionary | 4.17% |
