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
451
$55.8K 0.01%
2,450
+1,150
452
$55.1K 0.01%
2,583
+182
453
$55K 0.01%
3,249
+512
454
$54.5K 0.01%
1,079
+76
455
$53.8K 0.01%
407
+307
456
$53.7K 0.01%
5,129
-11
457
$53.2K 0.01%
5,873
+283
458
$53K 0.01%
2,050
+1,200
459
$52.4K 0.01%
416
+254
460
$52.2K 0.01%
679
+92
461
$52.1K 0.01%
226
+66
462
$52K 0.01%
4,116
463
$52K 0.01%
472
+461
464
$51.7K 0.01%
250
-60
465
$51.7K 0.01%
447
466
$51.7K 0.01%
204
+74
467
$51.7K 0.01%
500
468
$51.7K 0.01%
5,083
+1,631
469
$51.4K 0.01%
2,400
470
$51.2K 0.01%
604
+43
471
$51K 0.01%
646
+14
472
$50.5K 0.01%
1,500
473
$50.4K 0.01%
424
-98
474
$50.4K 0.01%
266
-73
475
$50.3K 0.01%
1,152
+44
17 18
19
20 21