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
976
$3.59K ﹤0.01%
70
-10
977
$3.58K ﹤0.01%
20
+5
978
$3.58K ﹤0.01%
34
979
$3.56K ﹤0.01%
85
-282
980
$3.47K ﹤0.01%
497
+54
981
$3.38K ﹤0.01%
61
982
$3.28K ﹤0.01%
100
983
$3.28K ﹤0.01%
34
+4
984
$3.25K ﹤0.01%
110
+106
985
$3.22K ﹤0.01%
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+5
986
$3.22K ﹤0.01%
136
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987
$3.21K ﹤0.01%
55
988
$3.17K ﹤0.01%
54
-8
989
$3.16K ﹤0.01%
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990
$3.16K ﹤0.01%
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-14
991
$3.13K ﹤0.01%
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992
$3.11K ﹤0.01%
10
+9
993
$3.1K ﹤0.01%
41
-21
994
$3.1K ﹤0.01%
300
995
$3.08K ﹤0.01%
39
+13
996
$3.08K ﹤0.01%
43
+41
997
$3.08K ﹤0.01%
41,000
998
$3.05K ﹤0.01%
82
999
$3.03K ﹤0.01%
24
1000
$3.01K ﹤0.01%
36
-288
38 39
40
41 42