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
501
$46.9K 0.01%
1,090
+86
502
$46.8K 0.01%
313
+301
503
$46.8K 0.01%
1,037
-8
504
$46.7K 0.01%
+121
505
$46.5K 0.01%
5,050
506
$46.5K 0.01%
570
507
$46.5K 0.01%
191
+107
508
$46.4K 0.01%
148
+24
509
$46.2K 0.01%
1,595
+713
510
$46K 0.01%
1,601
+52
511
$46K 0.01%
855
-11
512
$45.9K 0.01%
928
513
$45K 0.01%
+132
514
$44.9K 0.01%
196
-66
515
$44.8K 0.01%
582
+339
516
$44.3K 0.01%
572
+18
517
$44.2K 0.01%
2,961
+41
518
$44.1K 0.01%
1,055
+467
519
$43.5K 0.01%
505
+398
520
$43.2K 0.01%
1,566
+81
521
$43.2K 0.01%
+173
522
$43.2K 0.01%
302
+142
523
$43K 0.01%
400
524
$43K 0.01%
1,820
+13
525
$43K 0.01%
2,988
+983
19 20
21
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