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
726
$10.1K ﹤0.01%
338
-370
727
$10.1K ﹤0.01%
200
728
$10.1K ﹤0.01%
75
-123
729
$10K ﹤0.01%
104
-135
730
$10K ﹤0.01%
150
+34
731
$9.98K ﹤0.01%
92
-58
732
$9.95K ﹤0.01%
2,100
+2,000
733
$9.82K ﹤0.01%
168
+8
734
$9.79K ﹤0.01%
500
735
$9.76K ﹤0.01%
200
-1,000
736
$9.75K ﹤0.01%
85
+68
737
$9.71K ﹤0.01%
102
+49
738
$9.67K ﹤0.01%
3,100
739
$9.65K ﹤0.01%
629
+343
740
$9.61K ﹤0.01%
254
-37
741
$9.53K ﹤0.01%
1,200
-4,000
742
$9.5K ﹤0.01%
213
-122
743
$9.48K ﹤0.01%
+426
744
$9.47K ﹤0.01%
112
-41
745
$9.37K ﹤0.01%
212
746
$9.36K ﹤0.01%
400
+73
747
$9.33K ﹤0.01%
347
-24
748
$9.3K ﹤0.01%
385
+280
749
$9.22K ﹤0.01%
2
+1
750
$9.21K ﹤0.01%
90
-66
28 29
30
31 32