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
526
$42.8K 0.01%
277
+122
527
$42.6K 0.01%
495
+82
528
$42.6K 0.01%
+167
529
$42.5K 0.01%
1,132
-418
530
$42.5K 0.01%
1,827
531
$42.4K 0.01%
776
532
$42.3K 0.01%
879
533
$42.2K 0.01%
226
+9
534
$42K 0.01%
520
-8
535
$42K 0.01%
+1,125
536
$41.9K 0.01%
2,301
+46
537
$41.9K 0.01%
239
+225
538
$41.9K 0.01%
379
+347
539
$41.8K 0.01%
2,762
+1,819
540
$41.7K 0.01%
1,504
+577
541
$41.6K 0.01%
2,745
+600
542
$41.5K 0.01%
464
+332
543
$41.3K 0.01%
184
+106
544
$41.3K 0.01%
2,411
+100
545
$41.1K 0.01%
509
+247
546
$41.1K 0.01%
139
+15
547
$41.1K 0.01%
152
-66
548
$40.7K 0.01%
1,168
-217
549
$40.5K 0.01%
526
-10
550
$40.4K 0.01%
872
+832
20 21
22
23 24