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
851
$16.6K ﹤0.01%
+170
852
$16.6K ﹤0.01%
+49
853
$16.6K ﹤0.01%
320
-89
854
$16.6K ﹤0.01%
133
-14
855
$16.5K ﹤0.01%
+755
856
$16.4K ﹤0.01%
43
-80
857
$16.3K ﹤0.01%
140
-22
858
$16.3K ﹤0.01%
215
+25
859
$16.3K ﹤0.01%
+70
860
$16.2K ﹤0.01%
168
-81
861
$16.2K ﹤0.01%
2,728
+868
862
$16.2K ﹤0.01%
84
863
$16.2K ﹤0.01%
579
+571
864
$16.2K ﹤0.01%
86
+20
865
$16.2K ﹤0.01%
924
+102
866
$16.1K ﹤0.01%
705
-238
867
$16.1K ﹤0.01%
95
-321
868
$16.1K ﹤0.01%
73
+42
869
$16.1K ﹤0.01%
215
-8
870
$16.1K ﹤0.01%
91
-13
871
$16K ﹤0.01%
795
+191
872
$16K ﹤0.01%
263
+110
873
$15.9K ﹤0.01%
43
-52
874
$15.8K ﹤0.01%
110
+96
875
$15.8K ﹤0.01%
641
+405
33 34
35
36 37