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
751
$9.14K ﹤0.01%
1,437
-999
752
$9.12K ﹤0.01%
278
+48
753
$9.11K ﹤0.01%
227
-27
754
$9.09K ﹤0.01%
227
-158
755
$9.03K ﹤0.01%
277
-86
756
$8.89K ﹤0.01%
460
+132
757
$8.83K ﹤0.01%
213
+22
758
$8.81K ﹤0.01%
249
+152
759
$8.76K ﹤0.01%
170
+33
760
$8.7K ﹤0.01%
69
-26
761
$8.67K ﹤0.01%
40
-11
762
$8.66K ﹤0.01%
177
763
$8.66K ﹤0.01%
+25
764
$8.63K ﹤0.01%
584
765
$8.62K ﹤0.01%
647
+18
766
$8.49K ﹤0.01%
114
+55
767
$8.48K ﹤0.01%
581
+135
768
$8.48K ﹤0.01%
47
+8
769
$8.46K ﹤0.01%
254
+179
770
$8.36K ﹤0.01%
70
-25
771
$8.35K ﹤0.01%
+164
772
$8.3K ﹤0.01%
100
-9
773
$8.3K ﹤0.01%
119
774
$8.29K ﹤0.01%
170
+23
775
$8.29K ﹤0.01%
50
+7
29 30
31
32 33