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
851
$6.4K ﹤0.01%
203
852
$6.39K ﹤0.01%
119
-130
853
$6.37K ﹤0.01%
51
854
$6.3K ﹤0.01%
249
+24
855
$6.27K ﹤0.01%
187
+80
856
$6.23K ﹤0.01%
66
+6
857
$6.22K ﹤0.01%
119
858
$6.21K ﹤0.01%
76
-90
859
$6.18K ﹤0.01%
208
+87
860
$6.17K ﹤0.01%
100
861
$6.14K ﹤0.01%
72
862
$6.14K ﹤0.01%
164
+74
863
$6.12K ﹤0.01%
500
864
$6.07K ﹤0.01%
467
+148
865
$6.07K ﹤0.01%
516
866
$6.04K ﹤0.01%
64
-20
867
$6.02K ﹤0.01%
419
+124
868
$6.02K ﹤0.01%
+164
869
$5.93K ﹤0.01%
178
-74
870
$5.91K ﹤0.01%
107
-352
871
$5.9K ﹤0.01%
143
-12
872
$5.89K ﹤0.01%
131
+102
873
$5.87K ﹤0.01%
135
+129
874
$5.83K ﹤0.01%
190
+74
875
$5.8K ﹤0.01%
191
-236
33 34
35
36 37