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
1251
$4.04K ﹤0.01%
84
1252
$4.04K ﹤0.01%
127
1253
$4K ﹤0.01%
54
1254
$3.98K ﹤0.01%
19
+5
1255
$3.92K ﹤0.01%
39
+10
1256
$3.91K ﹤0.01%
+93
1257
$3.91K ﹤0.01%
180
-24
1258
$3.88K ﹤0.01%
42
+16
1259
$3.86K ﹤0.01%
+18
1260
$3.85K ﹤0.01%
+557
1261
$3.81K ﹤0.01%
31
+29
1262
$3.8K ﹤0.01%
210
+165
1263
$3.77K ﹤0.01%
348
+6
1264
$3.77K ﹤0.01%
+141
1265
$3.7K ﹤0.01%
127
-164
1266
$3.68K ﹤0.01%
+117
1267
$3.68K ﹤0.01%
56
-12
1268
$3.66K ﹤0.01%
16
+4
1269
$3.64K ﹤0.01%
238
+193
1270
$3.63K ﹤0.01%
169
-109
1271
$3.63K ﹤0.01%
34
1272
$3.61K ﹤0.01%
75
1273
$3.6K ﹤0.01%
168
+81
1274
$3.6K ﹤0.01%
362
+61
1275
$3.56K ﹤0.01%
200
-153
49 50
51
52 53