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
801
$7.57K ﹤0.01%
666
802
$7.57K ﹤0.01%
185
-254
803
$7.56K ﹤0.01%
198
-52
804
$7.55K ﹤0.01%
3,432
805
$7.52K ﹤0.01%
200
-200
806
$7.52K ﹤0.01%
138
-28
807
$7.46K ﹤0.01%
110
-76
808
$7.44K ﹤0.01%
134
-13
809
$7.43K ﹤0.01%
49
-390
810
$7.43K ﹤0.01%
100
811
$7.42K ﹤0.01%
182
-187
812
$7.42K ﹤0.01%
212
-18
813
$7.29K ﹤0.01%
216
+121
814
$7.25K ﹤0.01%
129
-122
815
$7.23K ﹤0.01%
252
-118
816
$7.21K ﹤0.01%
59
817
$7.2K ﹤0.01%
400
-515
818
$7.19K ﹤0.01%
437
+67
819
$7.18K ﹤0.01%
633
820
$7.17K ﹤0.01%
290
-180
821
$7.16K ﹤0.01%
84
-28
822
$7.09K ﹤0.01%
152
823
$7.08K ﹤0.01%
1,210
-258
824
$7.06K ﹤0.01%
82
-4
825
$7.04K ﹤0.01%
119
+46
31 32
33
34 35