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
926
$4.84K ﹤0.01%
66
+35
927
$4.8K ﹤0.01%
117
-145
928
$4.79K ﹤0.01%
26
929
$4.71K ﹤0.01%
361
-161
930
$4.71K ﹤0.01%
127
+64
931
$4.68K ﹤0.01%
211
932
$4.62K ﹤0.01%
300
933
$4.6K ﹤0.01%
243
+159
934
$4.6K ﹤0.01%
+81
935
$4.52K ﹤0.01%
12
-11
936
$4.52K ﹤0.01%
51
-28
937
$4.5K ﹤0.01%
37
+18
938
$4.48K ﹤0.01%
200
939
$4.32K ﹤0.01%
17
940
$4.32K ﹤0.01%
668
-240
941
$4.31K ﹤0.01%
293
+4
942
$4.3K ﹤0.01%
109
-88
943
$4.3K ﹤0.01%
112
+60
944
$4.27K ﹤0.01%
82
-42
945
$4.21K ﹤0.01%
67
+5
946
$4.18K ﹤0.01%
232
947
$4.17K ﹤0.01%
279
948
$4.17K ﹤0.01%
255
+119
949
$4.14K ﹤0.01%
1,000
950
$4.12K ﹤0.01%
72
-6
36 37
38
39 40