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
1201
$5.01K ﹤0.01%
+183
1202
$4.99K ﹤0.01%
97
-17
1203
$4.98K ﹤0.01%
+178
1204
$4.96K ﹤0.01%
128
+45
1205
$4.93K ﹤0.01%
358
+273
1206
$4.92K ﹤0.01%
500
1207
$4.92K ﹤0.01%
269
-23
1208
$4.88K ﹤0.01%
51
-1
1209
$4.87K ﹤0.01%
559
+471
1210
$4.87K ﹤0.01%
134
+116
1211
$4.87K ﹤0.01%
59
+15
1212
$4.84K ﹤0.01%
44
-106
1213
$4.76K ﹤0.01%
29
1214
$4.71K ﹤0.01%
100
+50
1215
$4.69K ﹤0.01%
25
+6
1216
$4.67K ﹤0.01%
+71
1217
$4.65K ﹤0.01%
318
+94
1218
$4.61K ﹤0.01%
17
+6
1219
$4.61K ﹤0.01%
48
-26
1220
$4.58K ﹤0.01%
+90
1221
$4.57K ﹤0.01%
80
+46
1222
$4.57K ﹤0.01%
395
+111
1223
$4.56K ﹤0.01%
36
1224
$4.54K ﹤0.01%
+145
1225
$4.53K ﹤0.01%
88
47 48
49
50 51