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
676
$27.5K 0.01%
+251
677
$27.4K 0.01%
901
-11,231
678
$27.4K 0.01%
366
679
$27.3K 0.01%
91
-53
680
$27.1K ﹤0.01%
209
+9
681
$26.9K ﹤0.01%
1,500
682
$26.9K ﹤0.01%
775
-150
683
$26.9K ﹤0.01%
83
-27
684
$26.7K ﹤0.01%
3,228
+1,844
685
$26.6K ﹤0.01%
1,633
686
$26.6K ﹤0.01%
3,385
687
$26.6K ﹤0.01%
202
-1
688
$26.5K ﹤0.01%
142
+47
689
$26.5K ﹤0.01%
409
+205
690
$26.3K ﹤0.01%
189
+118
691
$26.3K ﹤0.01%
295
+241
692
$26.2K ﹤0.01%
+274
693
$26.2K ﹤0.01%
+223
694
$25.8K ﹤0.01%
1,617
+1,081
695
$25.8K ﹤0.01%
434
+79
696
$25.7K ﹤0.01%
588
+57
697
$25.7K ﹤0.01%
4,000
698
$25.7K ﹤0.01%
2,200
699
$25.6K ﹤0.01%
8
+7
700
$25.5K ﹤0.01%
600
-26
26 27
28
29 30