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
601
$16.2K ﹤0.01%
416
602
$16.1K ﹤0.01%
1,595
+292
603
$16K ﹤0.01%
113
-3
604
$15.9K ﹤0.01%
545
+23
605
$15.8K ﹤0.01%
300
606
$15.8K ﹤0.01%
282
+56
607
$15.8K ﹤0.01%
204
+5
608
$15.7K ﹤0.01%
47
+2
609
$15.6K ﹤0.01%
133
+9
610
$15.6K ﹤0.01%
556
611
$15.6K ﹤0.01%
1,400
612
$15.6K ﹤0.01%
26
613
$15.5K ﹤0.01%
321
+45
614
$15.5K ﹤0.01%
1,527
+125
615
$15.4K ﹤0.01%
196
616
$15.3K ﹤0.01%
135
+63
617
$15.1K ﹤0.01%
220
+32
618
$15K ﹤0.01%
154
+23
619
$15K ﹤0.01%
238
-175
620
$14.9K ﹤0.01%
251
-388
621
$14.9K ﹤0.01%
129
+20
622
$14.9K ﹤0.01%
1,220
+81
623
$14.8K ﹤0.01%
103
-22
624
$14.8K ﹤0.01%
5,000
625
$14.7K ﹤0.01%
141
+13
23 24
25
26 27