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
951
$4.09K ﹤0.01%
+155
952
$4.08K ﹤0.01%
+100
953
$4.04K ﹤0.01%
91
+77
954
$4.02K ﹤0.01%
29
-228
955
$4K ﹤0.01%
479
-296
956
$3.97K ﹤0.01%
42
-9
957
$3.95K ﹤0.01%
12
-5
958
$3.91K ﹤0.01%
+387
959
$3.88K ﹤0.01%
46
960
$3.88K ﹤0.01%
105
-25
961
$3.85K ﹤0.01%
45
+10
962
$3.83K ﹤0.01%
99
+40
963
$3.82K ﹤0.01%
77
-38
964
$3.81K ﹤0.01%
208
+36
965
$3.79K ﹤0.01%
+27
966
$3.76K ﹤0.01%
1,250
+900
967
$3.75K ﹤0.01%
500
968
$3.69K ﹤0.01%
688
969
$3.63K ﹤0.01%
205
-574
970
$3.63K ﹤0.01%
405
971
$3.62K ﹤0.01%
72
+31
972
$3.61K ﹤0.01%
43
973
$3.61K ﹤0.01%
57
974
$3.61K ﹤0.01%
23
+9
975
$3.6K ﹤0.01%
190
37 38
39
40 41