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
1301
$3.24K ﹤0.01%
412
+282
1302
$3.22K ﹤0.01%
370
+65
1303
$3.22K ﹤0.01%
+186
1304
$3.21K ﹤0.01%
33
+19
1305
$3.16K ﹤0.01%
90
+16
1306
$3.09K ﹤0.01%
+125
1307
$3.09K ﹤0.01%
+131
1308
$3.09K ﹤0.01%
12
+11
1309
$3.08K ﹤0.01%
+5
1310
$3.07K ﹤0.01%
240
+52
1311
$3.06K ﹤0.01%
+139
1312
$3.05K ﹤0.01%
313
1313
$3.05K ﹤0.01%
+71
1314
$3.05K ﹤0.01%
30
+7
1315
$3.03K ﹤0.01%
3,333
1316
$3.01K ﹤0.01%
+82
1317
$3K ﹤0.01%
57
+43
1318
$2.97K ﹤0.01%
96
+91
1319
$2.96K ﹤0.01%
211
1320
$2.96K ﹤0.01%
39
+17
1321
$2.93K ﹤0.01%
13
+6
1322
$2.92K ﹤0.01%
122
+8
1323
$2.9K ﹤0.01%
145
+70
1324
$2.88K ﹤0.01%
6
1325
$2.87K ﹤0.01%
+29
51 52
53
54 55