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
751
$22.3K ﹤0.01%
4,005
+3,124
752
$22.2K ﹤0.01%
+90
753
$22.2K ﹤0.01%
232
+12
754
$22.1K ﹤0.01%
+151
755
$21.9K ﹤0.01%
280
-158
756
$21.7K ﹤0.01%
1,187
757
$21.7K ﹤0.01%
2,306
+721
758
$21.6K ﹤0.01%
669
+283
759
$21.6K ﹤0.01%
1,065
+122
760
$21.4K ﹤0.01%
758
+371
761
$21.3K ﹤0.01%
270
+10
762
$21.3K ﹤0.01%
315
+313
763
$21.2K ﹤0.01%
2,614
+1,720
764
$21.1K ﹤0.01%
212
+139
765
$21.1K ﹤0.01%
583
-10
766
$21.1K ﹤0.01%
191
+164
767
$21K ﹤0.01%
111
+94
768
$21K ﹤0.01%
629
769
$21K ﹤0.01%
766
770
$20.8K ﹤0.01%
371
-14
771
$20.8K ﹤0.01%
497
+178
772
$20.8K ﹤0.01%
245
+103
773
$20.7K ﹤0.01%
229
+110
774
$20.7K ﹤0.01%
29
+8
775
$20.6K ﹤0.01%
503
+32
29 30
31
32 33