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
1076
$2.1K ﹤0.01%
10
1077
$2.09K ﹤0.01%
47
-114
1078
$2.07K ﹤0.01%
+4
1079
$2.06K ﹤0.01%
40
-3
1080
$2.05K ﹤0.01%
10
-67
1081
$2.05K ﹤0.01%
99
+32
1082
$2.02K ﹤0.01%
+10
1083
$2.02K ﹤0.01%
+9
1084
$2.01K ﹤0.01%
84
-8
1085
$1.99K ﹤0.01%
108
-3,236
1086
$1.99K ﹤0.01%
+34
1087
$1.97K ﹤0.01%
+58
1088
$1.96K ﹤0.01%
246
1089
$1.95K ﹤0.01%
22
+8
1090
$1.95K ﹤0.01%
160
1091
$1.94K ﹤0.01%
265
-92
1092
$1.92K ﹤0.01%
100
-15
1093
$1.91K ﹤0.01%
62
1094
$1.91K ﹤0.01%
+28
1095
$1.89K ﹤0.01%
5
1096
$1.89K ﹤0.01%
40
1097
$1.88K ﹤0.01%
617
-327
1098
$1.86K ﹤0.01%
2,001
1099
$1.86K ﹤0.01%
150
1100
$1.84K ﹤0.01%
19
-61
42 43
44
45 46