HCP

Hexagon Capital Partners Portfolio holdings

AUM $449M
1-Year Est. Return 25.06%
This Quarter Est. Return
1 Year Est. Return
+25.06%
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
101
$531K 0.1%
1,009
+305
102
$528K 0.1%
10,924
+388
103
$525K 0.1%
10,020
104
$522K 0.09%
9,646
-1,114
105
$493K 0.09%
10,000
106
$482K 0.09%
953
-161
107
$477K 0.09%
30,986
-6,102
108
$471K 0.09%
5,221
-6
109
$469K 0.09%
4,727
+899
110
$464K 0.08%
3,845
+1,287
111
$460K 0.08%
8,549
-295
112
$460K 0.08%
3,506
113
$460K 0.08%
3,405
+2,061
114
$458K 0.08%
18,846
+40
115
$456K 0.08%
3,531
-161
116
$452K 0.08%
1,949
+305
117
$450K 0.08%
3,935
-129
118
$426K 0.08%
13,542
+4,992
119
$425K 0.08%
4,762
+127
120
$413K 0.08%
4,477
-403
121
$412K 0.07%
806
+683
122
$408K 0.07%
1,653
-49
123
$405K 0.07%
19,214
-1,074
124
$402K 0.07%
8,233
+506
125
$401K 0.07%
1,775
-122
3 4
5
6 7