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
476
$26.5K 0.01%
1,083
-64
477
$26.5K 0.01%
231
+1
478
$26.5K 0.01%
479
-206
479
$26.4K 0.01%
510
480
$26.4K 0.01%
1,534
-127
481
$26.2K 0.01%
51
-21
482
$26.2K 0.01%
312
-54
483
$26K 0.01%
1,921
484
$25.9K 0.01%
508
-990
485
$25.8K 0.01%
336
-275
486
$25.8K 0.01%
615
487
$25.8K 0.01%
1,127
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488
$25.7K 0.01%
256
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489
$25.5K 0.01%
282
-121
490
$25.5K 0.01%
1,364
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491
$25.4K 0.01%
371
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$25.1K 0.01%
632
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493
$25.1K 0.01%
745
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494
$25K 0.01%
1,187
-4,624
495
$24.7K 0.01%
1,985
+266
496
$24.6K 0.01%
3,385
497
$24.3K 0.01%
1,841
-7
498
$24.3K 0.01%
277
-57
499
$24.2K 0.01%
500
+475
500
$24.2K 0.01%
316
-222
18 19
20
21 22