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
626
$14.7K ﹤0.01%
364
-84
627
$14.6K ﹤0.01%
928
628
$14.6K ﹤0.01%
208
-44
629
$14.6K ﹤0.01%
165
-429
630
$14.6K ﹤0.01%
97
-13
631
$14.5K ﹤0.01%
599
632
$14.5K ﹤0.01%
193
-507
633
$14.5K ﹤0.01%
409
-200
634
$14.5K ﹤0.01%
133
635
$14.4K ﹤0.01%
551
-93
636
$14.4K ﹤0.01%
900
637
$14.4K ﹤0.01%
893
638
$14.3K ﹤0.01%
549
-276
639
$14.3K ﹤0.01%
380
-254
640
$14.2K ﹤0.01%
660
-33
641
$14.2K ﹤0.01%
500
642
$14.2K ﹤0.01%
162
643
$14.1K ﹤0.01%
289
-46
644
$14.1K ﹤0.01%
103
+17
645
$13.9K ﹤0.01%
200
646
$13.9K ﹤0.01%
+204
647
$13.9K ﹤0.01%
197
+60
648
$13.6K ﹤0.01%
579
+238
649
$13.6K ﹤0.01%
166
+112
650
$13.6K ﹤0.01%
184
+17
24 25
26
27 28