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
651
$29.4K 0.01%
+159
652
$29.3K 0.01%
504
+59
653
$29.3K 0.01%
270
+26
654
$29.3K 0.01%
101
655
$29K 0.01%
104
-6
656
$29K 0.01%
427
-5
657
$29K 0.01%
782
-50
658
$28.9K 0.01%
1,732
-420
659
$28.8K 0.01%
1,121
-31
660
$28.7K 0.01%
344
-20
661
$28.7K 0.01%
1,122
+62
662
$28.5K 0.01%
294
+267
663
$28.5K 0.01%
252
-42
664
$28.4K 0.01%
1,500
665
$28.4K 0.01%
1,027
+271
666
$28.3K 0.01%
460
+5
667
$28.2K 0.01%
521
668
$28.2K 0.01%
408
-23
669
$28.1K 0.01%
500
670
$28K 0.01%
44
+14
671
$27.9K 0.01%
1,798
+857
672
$27.9K 0.01%
137
-2,641
673
$27.9K 0.01%
955
+150
674
$27.6K 0.01%
283
+52
675
$27.6K 0.01%
591
+72
25 26
27
28 29