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
1076
$7.97K ﹤0.01%
+277
1077
$7.95K ﹤0.01%
340
+148
1078
$7.95K ﹤0.01%
469
-69
1079
$7.92K ﹤0.01%
+15
1080
$7.92K ﹤0.01%
+260
1081
$7.91K ﹤0.01%
300
1082
$7.91K ﹤0.01%
220
-68
1083
$7.86K ﹤0.01%
50
+21
1084
$7.83K ﹤0.01%
213
+131
1085
$7.77K ﹤0.01%
52
+5
1086
$7.72K ﹤0.01%
767
+542
1087
$7.71K ﹤0.01%
77
1088
$7.65K ﹤0.01%
213
+9
1089
$7.64K ﹤0.01%
191
+49
1090
$7.59K ﹤0.01%
104
+8
1091
$7.59K ﹤0.01%
+82
1092
$7.59K ﹤0.01%
584
1093
$7.57K ﹤0.01%
+246
1094
$7.56K ﹤0.01%
3,100
1095
$7.56K ﹤0.01%
415
+308
1096
$7.53K ﹤0.01%
+434
1097
$7.44K ﹤0.01%
27
+3
1098
$7.38K ﹤0.01%
93
-10
1099
$7.37K ﹤0.01%
+90
1100
$7.33K ﹤0.01%
64
+47
42 43
44
45 46