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
1151
$6.04K ﹤0.01%
86
+57
1152
$6K ﹤0.01%
+195
1153
$5.97K ﹤0.01%
141
+36
1154
$5.95K ﹤0.01%
262
1155
$5.93K ﹤0.01%
39
+10
1156
$5.89K ﹤0.01%
32
1157
$5.88K ﹤0.01%
39
+13
1158
$5.88K ﹤0.01%
82
-61
1159
$5.87K ﹤0.01%
28
+22
1160
$5.86K ﹤0.01%
244
+201
1161
$5.84K ﹤0.01%
93
-62
1162
$5.84K ﹤0.01%
238
+11
1163
$5.83K ﹤0.01%
160
+35
1164
$5.82K ﹤0.01%
20
-102
1165
$5.8K ﹤0.01%
37
+7
1166
$5.8K ﹤0.01%
282
+24
1167
$5.8K ﹤0.01%
306
+245
1168
$5.79K ﹤0.01%
+27
1169
$5.76K ﹤0.01%
68
+11
1170
$5.75K ﹤0.01%
252
+123
1171
$5.73K ﹤0.01%
+694
1172
$5.69K ﹤0.01%
238
-215
1173
$5.67K ﹤0.01%
+121
1174
$5.66K ﹤0.01%
37
-7
1175
$5.66K ﹤0.01%
6
+4
45 46
47
48 49