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
526
$21.5K 0.01%
389
+1
527
$21.5K 0.01%
535
-69
528
$21.3K 0.01%
521
529
$21.3K 0.01%
313
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530
$21.1K 0.01%
112
531
$21K 0.01%
258
-14
532
$20.9K 0.01%
333
+201
533
$20.8K 0.01%
274
+35
534
$20.8K 0.01%
200
535
$20.8K 0.01%
632
-316
536
$20.7K 0.01%
819
+356
537
$20.7K 0.01%
2,098
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538
$20.6K 0.01%
115
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539
$20.6K 0.01%
324
540
$20.6K 0.01%
940
541
$20.5K 0.01%
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$20.5K 0.01%
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$20.4K 0.01%
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$20.3K 0.01%
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545
$20.2K 0.01%
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546
$20.1K 0.01%
2,582
-754
547
$20.1K 0.01%
2,500
+1,500
548
$19.9K 0.01%
1,503
549
$19.9K 0.01%
169
+1
550
$19.9K 0.01%
1,160
20 21
22
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