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
876
$15.7K ﹤0.01%
416
877
$15.7K ﹤0.01%
154
-32
878
$15.6K ﹤0.01%
30
+9
879
$15.5K ﹤0.01%
218
+9
880
$15.5K ﹤0.01%
+1,499
881
$15.4K ﹤0.01%
109
+12
882
$15.3K ﹤0.01%
+223
883
$15.3K ﹤0.01%
236
884
$15.3K ﹤0.01%
279
+37
885
$15.2K ﹤0.01%
12,700
886
$15.1K ﹤0.01%
283
+87
887
$15.1K ﹤0.01%
500
888
$15.1K ﹤0.01%
787
+4
889
$15.1K ﹤0.01%
400
890
$15.1K ﹤0.01%
117
891
$15K ﹤0.01%
210
+36
892
$15K ﹤0.01%
552
-36
893
$14.9K ﹤0.01%
109
-6
894
$14.9K ﹤0.01%
145
+12
895
$14.8K ﹤0.01%
+645
896
$14.8K ﹤0.01%
708
+421
897
$14.7K ﹤0.01%
271
+86
898
$14.5K ﹤0.01%
127
+8
899
$14.3K ﹤0.01%
183
+22
900
$14.1K ﹤0.01%
784
+141
34 35
36
37 38