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
1051
$8.81K ﹤0.01%
516
1052
$8.81K ﹤0.01%
123
+18
1053
$8.78K ﹤0.01%
321
-10
1054
$8.66K ﹤0.01%
1,250
1055
$8.64K ﹤0.01%
381
-85
1056
$8.64K ﹤0.01%
102
+34
1057
$8.6K ﹤0.01%
111
+17
1058
$8.57K ﹤0.01%
+25
1059
$8.55K ﹤0.01%
135
-131
1060
$8.55K ﹤0.01%
109
1061
$8.53K ﹤0.01%
270
+16
1062
$8.52K ﹤0.01%
844
-24
1063
$8.49K ﹤0.01%
694
1064
$8.47K ﹤0.01%
112
+2
1065
$8.47K ﹤0.01%
137
-48
1066
$8.44K ﹤0.01%
102
1067
$8.39K ﹤0.01%
995
-9
1068
$8.24K ﹤0.01%
162
+2
1069
$8.24K ﹤0.01%
1,448
+1,187
1070
$8.22K ﹤0.01%
150
+75
1071
$8.19K ﹤0.01%
2,600
+600
1072
$8.14K ﹤0.01%
1,181
+81
1073
$8.08K ﹤0.01%
359
+59
1074
$8.08K ﹤0.01%
431
-75
1075
$8.02K ﹤0.01%
383
-57
41 42
43
44 45