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
776
$20.5K ﹤0.01%
336
+23
777
$20.5K ﹤0.01%
570
-11
778
$20.4K ﹤0.01%
751
+540
779
$20.4K ﹤0.01%
+12
780
$20.4K ﹤0.01%
129
781
$20.2K ﹤0.01%
1,019
-7
782
$20.2K ﹤0.01%
238
-227
783
$20.2K ﹤0.01%
121
+80
784
$20.1K ﹤0.01%
141
+57
785
$20.1K ﹤0.01%
240
+54
786
$20.1K ﹤0.01%
1,329
+506
787
$20K ﹤0.01%
415
-119
788
$20K ﹤0.01%
+151
789
$19.9K ﹤0.01%
405
+170
790
$19.9K ﹤0.01%
394
-204
791
$19.8K ﹤0.01%
+214
792
$19.7K ﹤0.01%
633
-41
793
$19.6K ﹤0.01%
1,065
+269
794
$19.6K ﹤0.01%
252
+17
795
$19.5K ﹤0.01%
477
+63
796
$19.3K ﹤0.01%
339
+79
797
$19.3K ﹤0.01%
399
+7
798
$19.2K ﹤0.01%
+631
799
$19.2K ﹤0.01%
828
-404
800
$19.1K ﹤0.01%
493
+194
30 31
32
33 34