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
1276
$3.55K ﹤0.01%
106
+21
1277
$3.55K ﹤0.01%
+6
1278
$3.51K ﹤0.01%
321
+30
1279
$3.5K ﹤0.01%
21
-83
1280
$3.49K ﹤0.01%
103
+13
1281
$3.48K ﹤0.01%
+130
1282
$3.48K ﹤0.01%
+103
1283
$3.46K ﹤0.01%
17
1284
$3.46K ﹤0.01%
41
+11
1285
$3.44K ﹤0.01%
263
-243
1286
$3.43K ﹤0.01%
12
+2
1287
$3.42K ﹤0.01%
37
+18
1288
$3.41K ﹤0.01%
61
-15
1289
$3.4K ﹤0.01%
67
1290
$3.39K ﹤0.01%
55
+32
1291
$3.39K ﹤0.01%
200
1292
$3.38K ﹤0.01%
+85
1293
$3.37K ﹤0.01%
125
1294
$3.36K ﹤0.01%
+25
1295
$3.35K ﹤0.01%
22
+17
1296
$3.35K ﹤0.01%
+27
1297
$3.33K ﹤0.01%
241
+16
1298
$3.27K ﹤0.01%
145
-41
1299
$3.26K ﹤0.01%
155
-272
1300
$3.25K ﹤0.01%
21
-92
50 51
52
53 54