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
901
$14.1K ﹤0.01%
88
+79
902
$14.1K ﹤0.01%
47
+3
903
$14K ﹤0.01%
283
904
$14K ﹤0.01%
153
-29
905
$14K ﹤0.01%
+75
906
$14K ﹤0.01%
54
+49
907
$13.9K ﹤0.01%
58
+28
908
$13.9K ﹤0.01%
1,476
+911
909
$13.9K ﹤0.01%
22
+16
910
$13.8K ﹤0.01%
133
911
$13.8K ﹤0.01%
199
912
$13.8K ﹤0.01%
26
+3
913
$13.8K ﹤0.01%
225
914
$13.7K ﹤0.01%
232
+96
915
$13.7K ﹤0.01%
54
916
$13.6K ﹤0.01%
927
917
$13.5K ﹤0.01%
261
-60
918
$13.5K ﹤0.01%
149
+112
919
$13.5K ﹤0.01%
175
+147
920
$13.4K ﹤0.01%
1,165
+443
921
$13.3K ﹤0.01%
+74
922
$13.3K ﹤0.01%
107
-7
923
$13.3K ﹤0.01%
526
+313
924
$13.3K ﹤0.01%
363
+102
925
$13.3K ﹤0.01%
234
+76
35 36
37
38 39