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
476
$50.1K 0.01%
5,000
477
$50.1K 0.01%
415
+65
478
$50.1K 0.01%
+1,073
479
$49.9K 0.01%
811
+280
480
$49.8K 0.01%
886
-274
481
$49.8K 0.01%
348
-80
482
$49.7K 0.01%
2,404
+1,146
483
$49.7K 0.01%
1,609
+288
484
$49.5K 0.01%
904
+34
485
$49.4K 0.01%
3,515
+2,196
486
$49.2K 0.01%
840
+83
487
$49.1K 0.01%
8,000
488
$49.1K 0.01%
5,310
+457
489
$48.8K 0.01%
4,791
490
$48.3K 0.01%
102
+99
491
$48.3K 0.01%
1,316
-640
492
$48K 0.01%
+550
493
$48K 0.01%
1,513
-274
494
$47.9K 0.01%
759
+251
495
$47.8K 0.01%
1,507
+515
496
$47.8K 0.01%
464
+37
497
$47.4K 0.01%
1,436
498
$47.3K 0.01%
514
+509
499
$47.2K 0.01%
3,023
+1,679
500
$47.1K 0.01%
1,380
18 19
20
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