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
1176
$5.65K ﹤0.01%
757
1177
$5.63K ﹤0.01%
815
+796
1178
$5.62K ﹤0.01%
14
1179
$5.57K ﹤0.01%
581
+86
1180
$5.56K ﹤0.01%
38
+15
1181
$5.51K ﹤0.01%
51
1182
$5.5K ﹤0.01%
61
-20
1183
$5.5K ﹤0.01%
584
+277
1184
$5.5K ﹤0.01%
118
+6
1185
$5.47K ﹤0.01%
41
-86
1186
$5.47K ﹤0.01%
26
1187
$5.46K ﹤0.01%
50
+17
1188
$5.4K ﹤0.01%
271
+237
1189
$5.36K ﹤0.01%
+271
1190
$5.31K ﹤0.01%
91
+87
1191
$5.3K ﹤0.01%
287
+104
1192
$5.3K ﹤0.01%
71
+54
1193
$5.29K ﹤0.01%
+192
1194
$5.21K ﹤0.01%
37
+6
1195
$5.16K ﹤0.01%
16
1196
$5.15K ﹤0.01%
207
+34
1197
$5.13K ﹤0.01%
495
+13
1198
$5.11K ﹤0.01%
450
+274
1199
$5.09K ﹤0.01%
36
1200
$5.03K ﹤0.01%
56
+28
46 47
48
49 50