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
1001
$10.4K ﹤0.01%
132
1002
$10.4K ﹤0.01%
8,600
1003
$10.4K ﹤0.01%
704
+48
1004
$10.4K ﹤0.01%
44
+32
1005
$10.3K ﹤0.01%
158
+20
1006
$10.3K ﹤0.01%
334
-28
1007
$10.2K ﹤0.01%
177
-21
1008
$10.2K ﹤0.01%
+403
1009
$10.2K ﹤0.01%
147
-47
1010
$10.1K ﹤0.01%
374
+224
1011
$10.1K ﹤0.01%
75
+27
1012
$10.1K ﹤0.01%
92
-2
1013
$9.95K ﹤0.01%
+59
1014
$9.95K ﹤0.01%
218
-9
1015
$9.92K ﹤0.01%
57
-10
1016
$9.86K ﹤0.01%
1,682
+41
1017
$9.86K ﹤0.01%
100
1018
$9.83K ﹤0.01%
76
1019
$9.82K ﹤0.01%
+77
1020
$9.82K ﹤0.01%
328
+32
1021
$9.78K ﹤0.01%
464
+79
1022
$9.73K ﹤0.01%
+90
1023
$9.56K ﹤0.01%
551
+525
1024
$9.55K ﹤0.01%
212
1025
$9.53K ﹤0.01%
1,011
+869
39 40
41
42 43