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
1126
$6.79K ﹤0.01%
13
+8
1127
$6.7K ﹤0.01%
+37
1128
$6.69K ﹤0.01%
+198
1129
$6.67K ﹤0.01%
330
+152
1130
$6.67K ﹤0.01%
164
+151
1131
$6.63K ﹤0.01%
310
-40
1132
$6.61K ﹤0.01%
191
-175
1133
$6.53K ﹤0.01%
114
+35
1134
$6.43K ﹤0.01%
2,530
1135
$6.42K ﹤0.01%
105
1136
$6.35K ﹤0.01%
182
+37
1137
$6.34K ﹤0.01%
+522
1138
$6.32K ﹤0.01%
44
-3
1139
$6.3K ﹤0.01%
383
+289
1140
$6.3K ﹤0.01%
104
+19
1141
$6.28K ﹤0.01%
+142
1142
$6.27K ﹤0.01%
68
+6
1143
$6.23K ﹤0.01%
782
+382
1144
$6.22K ﹤0.01%
88
+15
1145
$6.21K ﹤0.01%
46
-201
1146
$6.2K ﹤0.01%
+12
1147
$6.17K ﹤0.01%
456
+376
1148
$6.16K ﹤0.01%
+137
1149
$6.13K ﹤0.01%
138
1150
$6.09K ﹤0.01%
274
+36
44 45
46
47 48