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
726
$24.1K ﹤0.01%
268
727
$24K ﹤0.01%
793
+420
728
$24K ﹤0.01%
331
+6
729
$23.9K ﹤0.01%
1,188
-30
730
$23.8K ﹤0.01%
45
+43
731
$23.7K ﹤0.01%
1,503
732
$23.7K ﹤0.01%
704
733
$23.7K ﹤0.01%
72
734
$23.5K ﹤0.01%
361
+71
735
$23.4K ﹤0.01%
103
+31
736
$23.3K ﹤0.01%
1,160
737
$23.3K ﹤0.01%
551
738
$23.1K ﹤0.01%
288
+102
739
$23K ﹤0.01%
982
+18
740
$23K ﹤0.01%
422
741
$22.9K ﹤0.01%
+109
742
$22.8K ﹤0.01%
657
+158
743
$22.7K ﹤0.01%
394
-18
744
$22.6K ﹤0.01%
+275
745
$22.6K ﹤0.01%
508
+211
746
$22.6K ﹤0.01%
608
+144
747
$22.6K ﹤0.01%
1,336
+499
748
$22.5K ﹤0.01%
865
+198
749
$22.4K ﹤0.01%
387
+87
750
$22.4K ﹤0.01%
517
+59