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
826
$17.7K ﹤0.01%
250
+173
827
$17.6K ﹤0.01%
1,409
-124
828
$17.5K ﹤0.01%
82
-52
829
$17.5K ﹤0.01%
1,550
830
$17.4K ﹤0.01%
102
-4
831
$17.4K ﹤0.01%
145
-44
832
$17.4K ﹤0.01%
472
+175
833
$17.3K ﹤0.01%
244
-66
834
$17.3K ﹤0.01%
3,303
835
$17.2K ﹤0.01%
203
+72
836
$17.2K ﹤0.01%
882
+863
837
$17.1K ﹤0.01%
1,821
-9,979
838
$17.1K ﹤0.01%
200
839
$17K ﹤0.01%
97
840
$17K ﹤0.01%
419
+96
841
$17K ﹤0.01%
301
+299
842
$17K ﹤0.01%
579
+45
843
$17K ﹤0.01%
+220
844
$16.9K ﹤0.01%
325
+30
845
$16.9K ﹤0.01%
+313
846
$16.8K ﹤0.01%
1,113
+437
847
$16.8K ﹤0.01%
93
+23
848
$16.7K ﹤0.01%
476
+209
849
$16.7K ﹤0.01%
978
+137
850
$16.6K ﹤0.01%
100
32 33
34
35 36