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
1201
$1.04K ﹤0.01%
18
-7
1202
$1.04K ﹤0.01%
26
1203
$1.03K ﹤0.01%
+7
1204
$1.02K ﹤0.01%
35
+3
1205
$1.02K ﹤0.01%
+8
1206
$1K ﹤0.01%
+22
1207
$995 ﹤0.01%
+7
1208
$992 ﹤0.01%
3
1209
$978 ﹤0.01%
32
1210
$969 ﹤0.01%
16
-256
1211
$963 ﹤0.01%
32
1212
$958 ﹤0.01%
134
1213
$953 ﹤0.01%
+18
1214
$939 ﹤0.01%
22
+18
1215
$933 ﹤0.01%
21
+17
1216
$930 ﹤0.01%
204
1217
$906 ﹤0.01%
61
+8
1218
$899 ﹤0.01%
50
-32
1219
$898 ﹤0.01%
+6
1220
$896 ﹤0.01%
23
-260
1221
$892 ﹤0.01%
18
-17
1222
$892 ﹤0.01%
85
-123
1223
$892 ﹤0.01%
31
-5
1224
$891 ﹤0.01%
22
-15
1225
$889 ﹤0.01%
13
47 48
49
50 51