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
576
$37.4K 0.01%
2,906
+1,981
577
$37.3K 0.01%
+60
578
$37.2K 0.01%
225
+6
579
$37.1K 0.01%
88
-6
580
$37K 0.01%
+550
581
$36.7K 0.01%
359
-90
582
$36.6K 0.01%
175
+170
583
$36.6K 0.01%
977
+855
584
$36.4K 0.01%
615
+315
585
$36.3K 0.01%
315
+154
586
$36.2K 0.01%
967
587
$36.2K 0.01%
490
+277
588
$36.1K 0.01%
1,066
+248
589
$35.9K 0.01%
103
-10
590
$35.9K 0.01%
79
-8
591
$35.9K 0.01%
339
+171
592
$35.8K 0.01%
472
-4
593
$35.8K 0.01%
342
+148
594
$35.8K 0.01%
106
-45
595
$35.7K 0.01%
+77
596
$35.6K 0.01%
+251
597
$35.4K 0.01%
2,392
-185
598
$35.3K 0.01%
188
-5
599
$35.3K 0.01%
2,027
600
$35.3K 0.01%
834
-26
22 23
24
25 26