HCP

Hexagon Capital Partners Portfolio holdings

AUM $449M
1-Year Est. Return 25.06%
This Quarter Est. Return
1 Year Est. Return
+25.06%
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
76
$520K 0.15%
10,958
-1,737
77
$515K 0.15%
21,350
+13,958
78
$507K 0.15%
1,925
-106
79
$498K 0.14%
6,932
+2,931
80
$493K 0.14%
4,679
-833
81
$483K 0.14%
5,857
-861
82
$480K 0.14%
6,514
-1,241
83
$473K 0.14%
11,990
+1,234
84
$472K 0.14%
4,744
+203
85
$472K 0.14%
9,360
+242
86
$467K 0.14%
4,655
+354
87
$452K 0.13%
6,329
-223
88
$448K 0.13%
7,217
-609
89
$446K 0.13%
13,052
-41
90
$446K 0.13%
4,695
-371
91
$436K 0.13%
3,501
+5
92
$420K 0.12%
3,485
93
$412K 0.12%
6,359
-33,545
94
$408K 0.12%
1,530
-338
95
$407K 0.12%
5,238
+36
96
$375K 0.11%
5,036
97
$365K 0.11%
7,680
-1,922
98
$355K 0.1%
9,505
+753
99
$353K 0.1%
4,249
+490
100
$347K 0.1%
1,744
-142
2 3
4
5 6