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
676
$11.9K ﹤0.01%
50
-7
677
$11.9K ﹤0.01%
369
-296
678
$11.8K ﹤0.01%
189
+6
679
$11.8K ﹤0.01%
87
-5
680
$11.8K ﹤0.01%
242
+66
681
$11.7K ﹤0.01%
1,053
682
$11.7K ﹤0.01%
305
+83
683
$11.7K ﹤0.01%
250
-131
684
$11.6K ﹤0.01%
1,061
685
$11.6K ﹤0.01%
444
+191
686
$11.6K ﹤0.01%
219
-3
687
$11.5K ﹤0.01%
119
+38
688
$11.5K ﹤0.01%
81
-158
689
$11.4K ﹤0.01%
1,000
690
$11.4K ﹤0.01%
80
+16
691
$11.3K ﹤0.01%
24
692
$11.2K ﹤0.01%
2,000
693
$11.2K ﹤0.01%
1,260
694
$11.2K ﹤0.01%
609
-75
695
$11.2K ﹤0.01%
332
-2,538
696
$11.2K ﹤0.01%
376
+260
697
$11.1K ﹤0.01%
1,107
-20
698
$11.1K ﹤0.01%
141
699
$11.1K ﹤0.01%
1,590
+40
700
$11.1K ﹤0.01%
110
+11
26 27
28
29 30