HCP

Hexagon Capital Partners Portfolio holdings

AUM $449M
1-Year Est. Return 25.06%
This Quarter Est. Return
1 Year Est. Return
+25.06%
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
51
$718K 0.21%
7,094
+854
52
$715K 0.21%
1,349
-399
53
$712K 0.21%
2,709
-299
54
$663K 0.19%
1,733
+2
55
$623K 0.18%
2,017
+2
56
$619K 0.18%
8,606
-1,078
57
$604K 0.18%
14,631
-85
58
$602K 0.18%
22,776
+2,057
59
$594K 0.17%
9,335
-797
60
$589K 0.17%
3,263
-864
61
$587K 0.17%
6,971
-495
62
$584K 0.17%
6,723
-1,155
63
$580K 0.17%
2,423
-387
64
$572K 0.17%
16,473
-3,268
65
$571K 0.17%
5,144
-3,536
66
$566K 0.16%
6,381
-40
67
$562K 0.16%
5,454
-72
68
$550K 0.16%
11,036
-191
69
$544K 0.16%
6,224
-136
70
$542K 0.16%
6,157
-725
71
$542K 0.16%
28,500
72
$538K 0.16%
5,477
+25
73
$537K 0.16%
12,546
-1,072
74
$527K 0.15%
11,526
+1,006
75
$520K 0.15%
4,411
+418
1 2
3
4 5