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
576
$17.9K 0.01%
123
-14
577
$17.7K 0.01%
+124
578
$17.6K 0.01%
86
-21
579
$17.5K 0.01%
522
-121
580
$17.4K 0.01%
517
581
$17.4K 0.01%
187
-244
582
$17.2K 0.01%
321
-2
583
$17.2K 0.01%
331
+38
584
$16.9K ﹤0.01%
486
+319
585
$16.9K ﹤0.01%
597
-1
586
$16.9K ﹤0.01%
242
-38
587
$16.8K ﹤0.01%
405
+67
588
$16.8K ﹤0.01%
90
-37
589
$16.8K ﹤0.01%
343
590
$16.8K ﹤0.01%
184
-203
591
$16.8K ﹤0.01%
333
-401
592
$16.7K ﹤0.01%
442
+223
593
$16.5K ﹤0.01%
64
-16
594
$16.5K ﹤0.01%
260
+124
595
$16.3K ﹤0.01%
163
+6
596
$16.3K ﹤0.01%
310
+27
597
$16.3K ﹤0.01%
469
598
$16.3K ﹤0.01%
329
-125
599
$16.3K ﹤0.01%
254
-56
600
$16.2K ﹤0.01%
195
+33
22 23
24
25 26