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
1026
$9.5K ﹤0.01%
42
+25
1027
$9.47K ﹤0.01%
410
1028
$9.44K ﹤0.01%
876
+671
1029
$9.43K ﹤0.01%
101
+4
1030
$9.41K ﹤0.01%
91
+72
1031
$9.39K ﹤0.01%
+495
1032
$9.36K ﹤0.01%
+146
1033
$9.35K ﹤0.01%
112
+89
1034
$9.35K ﹤0.01%
94
+49
1035
$9.33K ﹤0.01%
413
-44
1036
$9.33K ﹤0.01%
1,815
+78
1037
$9.24K ﹤0.01%
183
-192
1038
$9.22K ﹤0.01%
127
+125
1039
$9.14K ﹤0.01%
+122
1040
$9.11K ﹤0.01%
464
+141
1041
$9.11K ﹤0.01%
314
-95
1042
$9.07K ﹤0.01%
49
1043
$9.04K ﹤0.01%
+187
1044
$9.01K ﹤0.01%
+117
1045
$9.01K ﹤0.01%
74
1046
$8.99K ﹤0.01%
579
+352
1047
$8.97K ﹤0.01%
+127
1048
$8.9K ﹤0.01%
50
1049
$8.88K ﹤0.01%
1,518
+1,415
1050
$8.84K ﹤0.01%
57
+31
40 41
42
43 44