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
451
$30.4K 0.01%
138
-8
452
$30.3K 0.01%
72
453
$30K 0.01%
476
+17
454
$29.8K 0.01%
139
-42
455
$29.6K 0.01%
397
-56
456
$29.6K 0.01%
323
-219
457
$29.4K 0.01%
105
458
$29.3K 0.01%
389
-71
459
$29.1K 0.01%
1,048
-230
460
$29.1K 0.01%
246
-78
461
$29K 0.01%
1,098
-1,679
462
$28.8K 0.01%
455
+21
463
$28K 0.01%
419
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464
$27.8K 0.01%
82
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465
$27.7K 0.01%
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466
$27.7K 0.01%
262
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467
$27.5K 0.01%
209
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468
$27.5K 0.01%
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469
$27.5K 0.01%
+1,500
470
$26.8K 0.01%
500
471
$26.7K 0.01%
100
472
$26.7K 0.01%
2,200
473
$26.6K 0.01%
378
+9
474
$26.6K 0.01%
1,633
475
$26.6K 0.01%
96
-89
17 18
19
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