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
1101
$1.84K ﹤0.01%
96
-258
1102
$1.84K ﹤0.01%
77
-272
1103
$1.84K ﹤0.01%
135
1104
$1.83K ﹤0.01%
91
1105
$1.83K ﹤0.01%
15
-4
1106
$1.82K ﹤0.01%
53
-25
1107
$1.82K ﹤0.01%
25
1108
$1.81K ﹤0.01%
145
-180
1109
$1.77K ﹤0.01%
17
-11
1110
$1.74K ﹤0.01%
54
-30
1111
$1.73K ﹤0.01%
42
1112
$1.72K ﹤0.01%
35
1113
$1.71K ﹤0.01%
128
+100
1114
$1.7K ﹤0.01%
337
-41
1115
$1.69K ﹤0.01%
67
1116
$1.69K ﹤0.01%
69
-553
1117
$1.69K ﹤0.01%
621
1118
$1.69K ﹤0.01%
20
+7
1119
$1.68K ﹤0.01%
+20
1120
$1.68K ﹤0.01%
16
+4
1121
$1.65K ﹤0.01%
23
1122
$1.65K ﹤0.01%
9
-59
1123
$1.64K ﹤0.01%
+148
1124
$1.62K ﹤0.01%
42
+37
1125
$1.62K ﹤0.01%
3,861
43 44
45
46 47