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
26
$1.55M 0.28%
14,375
+164
27
$1.53M 0.28%
6,402
-89
28
$1.53M 0.28%
12,137
+1,744
29
$1.51M 0.28%
6,891
+597
30
$1.51M 0.28%
12,585
+397
31
$1.48M 0.27%
36,969
+1,431
32
$1.42M 0.26%
53,423
+889
33
$1.42M 0.26%
7,975
+553
34
$1.39M 0.25%
4,403
+668
35
$1.35M 0.25%
56,125
-427
36
$1.31M 0.24%
7,598
-50
37
$1.28M 0.23%
14,390
+2,310
38
$1.23M 0.22%
6,445
+1,431
39
$1.23M 0.22%
13,779
+771
40
$1.22M 0.22%
53,765
-5,481
41
$1.22M 0.22%
20,664
-1,387
42
$1.21M 0.22%
4,768
-213
43
$1.17M 0.21%
15,050
+3,463
44
$1.15M 0.21%
15,218
+13,466
45
$1.13M 0.21%
15,815
+366
46
$1.13M 0.21%
33,020
+2,209
47
$1.13M 0.21%
10,900
-400
48
$1.12M 0.2%
15,997
-1,515
49
$1.12M 0.2%
2,468
+56
50
$1.12M 0.2%
13,168
-306
1
2
3 4 5