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
826
$7.03K ﹤0.01%
138
-318
827
$7.03K ﹤0.01%
79
+14
828
$6.98K ﹤0.01%
122
-465
829
$6.95K ﹤0.01%
30
830
$6.9K ﹤0.01%
1,488
-223
831
$6.88K ﹤0.01%
+44
832
$6.81K ﹤0.01%
64
+24
833
$6.78K ﹤0.01%
96
+22
834
$6.75K ﹤0.01%
31
835
$6.69K ﹤0.01%
+389
836
$6.68K ﹤0.01%
239
-38
837
$6.68K ﹤0.01%
87
-711
838
$6.68K ﹤0.01%
295
-114
839
$6.67K ﹤0.01%
1,030
-974
840
$6.65K ﹤0.01%
68
+38
841
$6.61K ﹤0.01%
42
-19
842
$6.59K ﹤0.01%
700
843
$6.58K ﹤0.01%
+700
844
$6.53K ﹤0.01%
168
+48
845
$6.51K ﹤0.01%
69
+48
846
$6.47K ﹤0.01%
109
847
$6.46K ﹤0.01%
100
848
$6.42K ﹤0.01%
118
+90
849
$6.41K ﹤0.01%
99
-106
850
$6.41K ﹤0.01%
123
-236
32 33
34
35 36