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
1051
$2.46K ﹤0.01%
33
-24
1052
$2.46K ﹤0.01%
129
+94
1053
$2.46K ﹤0.01%
38
-435
1054
$2.44K ﹤0.01%
134
1055
$2.43K ﹤0.01%
128
1056
$2.43K ﹤0.01%
+2
1057
$2.42K ﹤0.01%
57
1058
$2.36K ﹤0.01%
74
-243
1059
$2.35K ﹤0.01%
34
+4
1060
$2.32K ﹤0.01%
85
-35
1061
$2.31K ﹤0.01%
85
1062
$2.31K ﹤0.01%
250
-30
1063
$2.29K ﹤0.01%
23
-156
1064
$2.29K ﹤0.01%
11
1065
$2.26K ﹤0.01%
40
-5
1066
$2.24K ﹤0.01%
210
1067
$2.21K ﹤0.01%
33
+9
1068
$2.2K ﹤0.01%
57
-61
1069
$2.19K ﹤0.01%
134
-40
1070
$2.17K ﹤0.01%
+14
1071
$2.16K ﹤0.01%
35
+24
1072
$2.16K ﹤0.01%
+13
1073
$2.15K ﹤0.01%
93
+60
1074
$2.14K ﹤0.01%
42
1075
$2.13K ﹤0.01%
31
+11
41 42
43
44 45