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
876
$5.79K ﹤0.01%
330
877
$5.76K ﹤0.01%
162
+63
878
$5.72K ﹤0.01%
+88
879
$5.72K ﹤0.01%
30
+20
880
$5.7K ﹤0.01%
156
-43
881
$5.68K ﹤0.01%
+294
882
$5.65K ﹤0.01%
+117
883
$5.65K ﹤0.01%
80
-24
884
$5.64K ﹤0.01%
114
-2
885
$5.59K ﹤0.01%
193
-125
886
$5.59K ﹤0.01%
274
+68
887
$5.59K ﹤0.01%
150
+90
888
$5.58K ﹤0.01%
1,600
889
$5.57K ﹤0.01%
115
-39
890
$5.56K ﹤0.01%
335
+108
891
$5.47K ﹤0.01%
42
+8
892
$5.45K ﹤0.01%
42
+36
893
$5.44K ﹤0.01%
14
+12
894
$5.43K ﹤0.01%
760
+396
895
$5.39K ﹤0.01%
48
-32
896
$5.38K ﹤0.01%
+87
897
$5.35K ﹤0.01%
89
-483
898
$5.34K ﹤0.01%
650
+300
899
$5.34K ﹤0.01%
107
900
$5.33K ﹤0.01%
70
+6
34 35
36
37 38