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
601
$34.9K 0.01%
707
-111
602
$34.5K 0.01%
975
+211
603
$34.3K 0.01%
270
-15
604
$34.1K 0.01%
399
+16
605
$34.1K 0.01%
+1,075
606
$34.1K 0.01%
460
-136
607
$34K 0.01%
500
608
$33.9K 0.01%
439
609
$33.9K 0.01%
190
+49
610
$33.8K 0.01%
548
-64
611
$33.7K 0.01%
+74
612
$33.7K 0.01%
1,072
+391
613
$33.6K 0.01%
307
+64
614
$33.3K 0.01%
535
-13
615
$33.3K 0.01%
220
+1
616
$33.1K 0.01%
455
+44
617
$33.1K 0.01%
47
+29
618
$33K 0.01%
284
-67
619
$32.9K 0.01%
+297
620
$32.9K 0.01%
1,964
-2
621
$32.9K 0.01%
386
+330
622
$32.8K 0.01%
1,419
+905
623
$32.7K 0.01%
211
-37
624
$32.6K 0.01%
1,539
+394
625
$32.3K 0.01%
80
-36
23 24
25
26 27