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
701
$25.5K ﹤0.01%
1,049
+203
702
$25.4K ﹤0.01%
+193
703
$25.2K ﹤0.01%
200
704
$25.2K ﹤0.01%
322
+5
705
$25.2K ﹤0.01%
556
+30
706
$25.1K ﹤0.01%
325
707
$25.1K ﹤0.01%
1,138
+310
708
$25.1K ﹤0.01%
44
+34
709
$25K ﹤0.01%
250
710
$25K ﹤0.01%
836
711
$25K ﹤0.01%
540
+64
712
$24.9K ﹤0.01%
315
-15
713
$24.9K ﹤0.01%
221
+81
714
$24.7K ﹤0.01%
214
-5
715
$24.7K ﹤0.01%
366
+50
716
$24.7K ﹤0.01%
1,241
+491
717
$24.6K ﹤0.01%
532
+29
718
$24.5K ﹤0.01%
502
+435
719
$24.5K ﹤0.01%
1,335
+4
720
$24.5K ﹤0.01%
222
-32
721
$24.4K ﹤0.01%
2,637
+2,431
722
$24.4K ﹤0.01%
1,058
+66
723
$24.3K ﹤0.01%
561
+434
724
$24.1K ﹤0.01%
107
+4
725
$24.1K ﹤0.01%
579
+108
27 28
29
30 31