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
901
$5.32K ﹤0.01%
861
-207
902
$5.3K ﹤0.01%
+91
903
$5.3K ﹤0.01%
127
+58
904
$5.28K ﹤0.01%
273
905
$5.26K ﹤0.01%
63
-47
906
$5.26K ﹤0.01%
192
-398
907
$5.26K ﹤0.01%
+2,200
908
$5.17K ﹤0.01%
3,333
909
$5.15K ﹤0.01%
73
+12
910
$5.14K ﹤0.01%
638
-500
911
$5.13K ﹤0.01%
121
-42
912
$5.13K ﹤0.01%
301
-358
913
$5.11K ﹤0.01%
222
+15
914
$5.1K ﹤0.01%
145
-240
915
$5.08K ﹤0.01%
135
+46
916
$5.08K ﹤0.01%
288
917
$5.07K ﹤0.01%
100
918
$5.05K ﹤0.01%
114
+50
919
$5.03K ﹤0.01%
+382
920
$4.99K ﹤0.01%
140
921
$4.98K ﹤0.01%
66
+2
922
$4.96K ﹤0.01%
136
+23
923
$4.9K ﹤0.01%
182
-165
924
$4.9K ﹤0.01%
207
925
$4.89K ﹤0.01%
71
+37
35 36
37
38 39