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
651
$13.6K ﹤0.01%
197
+46
652
$13.5K ﹤0.01%
200
653
$13.4K ﹤0.01%
70
654
$13.4K ﹤0.01%
261
+30
655
$13.3K ﹤0.01%
84
-91
656
$13.2K ﹤0.01%
311
+219
657
$13.1K ﹤0.01%
100
658
$13K ﹤0.01%
806
+50
659
$13K ﹤0.01%
326
-168
660
$13K ﹤0.01%
2,486
-6,846
661
$13K ﹤0.01%
1,619
-7
662
$12.8K ﹤0.01%
318
-9
663
$12.7K ﹤0.01%
500
664
$12.7K ﹤0.01%
72
665
$12.7K ﹤0.01%
342
-178
666
$12.6K ﹤0.01%
85
-29
667
$12.6K ﹤0.01%
1,017
-48
668
$12.6K ﹤0.01%
90
669
$12.4K ﹤0.01%
462
-151
670
$12.3K ﹤0.01%
1,106
671
$12.2K ﹤0.01%
630
-183
672
$12.1K ﹤0.01%
534
+171
673
$12.1K ﹤0.01%
287
+93
674
$12.1K ﹤0.01%
400
675
$12K ﹤0.01%
153
+16
25 26
27
28 29