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
926
$13.2K ﹤0.01%
52
-23
927
$13.2K ﹤0.01%
2,493
-1,346
928
$13.2K ﹤0.01%
100
+97
929
$13.2K ﹤0.01%
269
+75
930
$13.1K ﹤0.01%
199
-119
931
$13.1K ﹤0.01%
417
+251
932
$12.8K ﹤0.01%
30
933
$12.7K ﹤0.01%
456
+56
934
$12.7K ﹤0.01%
124
-1
935
$12.7K ﹤0.01%
328
+41
936
$12.6K ﹤0.01%
752
+270
937
$12.6K ﹤0.01%
30
+5
938
$12.5K ﹤0.01%
469
-48
939
$12.5K ﹤0.01%
+126
940
$12.5K ﹤0.01%
346
-148
941
$12.5K ﹤0.01%
59
942
$12.4K ﹤0.01%
176
943
$12.4K ﹤0.01%
247
-376
944
$12.4K ﹤0.01%
106
-91
945
$12.4K ﹤0.01%
141
-623
946
$12.3K ﹤0.01%
241
+106
947
$12.3K ﹤0.01%
174
+136
948
$12.2K ﹤0.01%
129
+117
949
$12.2K ﹤0.01%
2,072
+603
950
$12.1K ﹤0.01%
300
36 37
38
39 40