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
1101
$7.3K ﹤0.01%
5,000
1102
$7.28K ﹤0.01%
54
1103
$7.27K ﹤0.01%
711
+646
1104
$7.25K ﹤0.01%
278
+136
1105
$7.22K ﹤0.01%
250
1106
$7.18K ﹤0.01%
105
1107
$7.18K ﹤0.01%
1,053
1108
$7.17K ﹤0.01%
+232
1109
$7.14K ﹤0.01%
+759
1110
$7.13K ﹤0.01%
42
1111
$7.09K ﹤0.01%
96
+5
1112
$7.07K ﹤0.01%
62
+27
1113
$7.04K ﹤0.01%
625
+475
1114
$7.03K ﹤0.01%
75
+57
1115
$7.03K ﹤0.01%
+43
1116
$7K ﹤0.01%
49
+38
1117
$6.97K ﹤0.01%
93
-91
1118
$6.95K ﹤0.01%
29
1119
$6.9K ﹤0.01%
700
1120
$6.89K ﹤0.01%
291
1121
$6.89K ﹤0.01%
+315
1122
$6.88K ﹤0.01%
41
-8
1123
$6.87K ﹤0.01%
633
1124
$6.83K ﹤0.01%
33
+17
1125
$6.83K ﹤0.01%
+49
43 44
45
46 47