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
976
$11.3K ﹤0.01%
208
+3
977
$11.2K ﹤0.01%
+66
978
$11.2K ﹤0.01%
197
979
$11.2K ﹤0.01%
121
+15
980
$11.1K ﹤0.01%
391
+101
981
$11K ﹤0.01%
200
+83
982
$10.9K ﹤0.01%
194
+185
983
$10.9K ﹤0.01%
+59
984
$10.8K ﹤0.01%
218
+138
985
$10.8K ﹤0.01%
359
-128
986
$10.7K ﹤0.01%
500
987
$10.7K ﹤0.01%
212
+23
988
$10.7K ﹤0.01%
500
989
$10.7K ﹤0.01%
107
-42
990
$10.6K ﹤0.01%
801
+112
991
$10.6K ﹤0.01%
200
992
$10.6K ﹤0.01%
249
993
$10.6K ﹤0.01%
291
-22
994
$10.6K ﹤0.01%
113
+57
995
$10.6K ﹤0.01%
61
+49
996
$10.5K ﹤0.01%
135
+1
997
$10.5K ﹤0.01%
600
998
$10.5K ﹤0.01%
38
-7
999
$10.5K ﹤0.01%
145
+105
1000
$10.4K ﹤0.01%
91
+54
38 39
40
41 42