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
1001
$3K ﹤0.01%
14
-102
1002
$3K ﹤0.01%
27
-1
1003
$2.99K ﹤0.01%
66
+39
1004
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1005
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1006
$2.98K ﹤0.01%
55
-25
1007
$2.96K ﹤0.01%
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1008
$2.96K ﹤0.01%
1,700
1009
$2.96K ﹤0.01%
324
+14
1010
$2.94K ﹤0.01%
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1012
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$2.9K ﹤0.01%
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1017
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$2.87K ﹤0.01%
40
1019
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$2.85K ﹤0.01%
169
+110
1021
$2.84K ﹤0.01%
39
+7
1022
$2.82K ﹤0.01%
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1023
$2.81K ﹤0.01%
108
+58
1024
$2.79K ﹤0.01%
10
1025
$2.78K ﹤0.01%
75
-25
39 40
41
42 43