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
801
$19K ﹤0.01%
2,039
+29
802
$19K ﹤0.01%
205
+7
803
$18.9K ﹤0.01%
455
+125
804
$18.9K ﹤0.01%
65
+35
805
$18.8K ﹤0.01%
455
806
$18.8K ﹤0.01%
355
-5
807
$18.7K ﹤0.01%
176
-6
808
$18.7K ﹤0.01%
329
+23
809
$18.7K ﹤0.01%
210
+15
810
$18.7K ﹤0.01%
520
+46
811
$18.6K ﹤0.01%
518
-33
812
$18.5K ﹤0.01%
275
+16
813
$18.5K ﹤0.01%
120
-7
814
$18.5K ﹤0.01%
2,038
+27
815
$18.3K ﹤0.01%
404
+29
816
$18.3K ﹤0.01%
765
+375
817
$18.2K ﹤0.01%
350
+69
818
$18.2K ﹤0.01%
714
+365
819
$18.2K ﹤0.01%
3,084
+1,317
820
$18.1K ﹤0.01%
506
-94
821
$18K ﹤0.01%
392
-70
822
$17.8K ﹤0.01%
726
+567
823
$17.8K ﹤0.01%
136
+9
824
$17.7K ﹤0.01%
197
+15
825
$17.7K ﹤0.01%
404
+68
31 32
33
34 35