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
701
$11.1K ﹤0.01%
171
-125
702
$11K ﹤0.01%
195
+16
703
$11K ﹤0.01%
112
-73
704
$11K ﹤0.01%
500
705
$11K ﹤0.01%
83
-90
706
$11K ﹤0.01%
48
+16
707
$10.9K ﹤0.01%
796
-88
708
$10.9K ﹤0.01%
397
+204
709
$10.9K ﹤0.01%
348
-1,505
710
$10.8K ﹤0.01%
15
-12
711
$10.8K ﹤0.01%
101
+1
712
$10.8K ﹤0.01%
188
713
$10.8K ﹤0.01%
+118
714
$10.7K ﹤0.01%
300
+165
715
$10.7K ﹤0.01%
295
-33
716
$10.6K ﹤0.01%
154
717
$10.6K ﹤0.01%
313
+151
718
$10.5K ﹤0.01%
436
-498
719
$10.5K ﹤0.01%
214
-139
720
$10.5K ﹤0.01%
256
-152
721
$10.3K ﹤0.01%
69
-24
722
$10.3K ﹤0.01%
1,762
-4,029
723
$10.3K ﹤0.01%
442
+94
724
$10.2K ﹤0.01%
241
+41
725
$10.1K ﹤0.01%
121
-208
27 28
29
30 31