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 13.92%
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
951
$12.1K ﹤0.01%
143
-1
952
$12.1K ﹤0.01%
1,298
+1,087
953
$12K ﹤0.01%
247
954
$12K ﹤0.01%
1,339
+1,319
955
$12K ﹤0.01%
542
956
$12K ﹤0.01%
882
-325
957
$11.9K ﹤0.01%
260
+6
958
$11.8K ﹤0.01%
627
-654
959
$11.8K ﹤0.01%
94
-7
960
$11.8K ﹤0.01%
68
961
$11.7K ﹤0.01%
367
-123
962
$11.7K ﹤0.01%
262
-268
963
$11.7K ﹤0.01%
53
-3
964
$11.6K ﹤0.01%
246
-206
965
$11.6K ﹤0.01%
415
+57
966
$11.6K ﹤0.01%
156
967
$11.5K ﹤0.01%
124
968
$11.5K ﹤0.01%
1,154
-147
969
$11.5K ﹤0.01%
258
+5
970
$11.5K ﹤0.01%
195
+184
971
$11.4K ﹤0.01%
47
+9
972
$11.4K ﹤0.01%
108
973
$11.4K ﹤0.01%
351
974
$11.4K ﹤0.01%
400
975
$11.3K ﹤0.01%
26
+7
37 38
39
40 41