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
1226
$4.53K ﹤0.01%
97
+9
1227
$4.51K ﹤0.01%
181
+47
1228
$4.5K ﹤0.01%
291
+187
1229
$4.5K ﹤0.01%
24
-11
1230
$4.49K ﹤0.01%
54
1231
$4.47K ﹤0.01%
38
+17
1232
$4.46K ﹤0.01%
647
+621
1233
$4.44K ﹤0.01%
207
-754
1234
$4.44K ﹤0.01%
200
1235
$4.41K ﹤0.01%
40
1236
$4.4K ﹤0.01%
32
+7
1237
$4.38K ﹤0.01%
36
1238
$4.36K ﹤0.01%
67
-3
1239
$4.33K ﹤0.01%
80
+32
1240
$4.33K ﹤0.01%
41
+31
1241
$4.32K ﹤0.01%
90
+26
1242
$4.3K ﹤0.01%
55
+52
1243
$4.29K ﹤0.01%
23
+9
1244
$4.29K ﹤0.01%
52
+30
1245
$4.26K ﹤0.01%
74
-202
1246
$4.26K ﹤0.01%
126
+106
1247
$4.23K ﹤0.01%
23
+6
1248
$4.19K ﹤0.01%
533
+41
1249
$4.19K ﹤0.01%
91
+86
1250
$4.13K ﹤0.01%
85
+46
48 49
50
51 52