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
$344M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,539
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$337K
3
+$294K
4
JBHT icon
JB Hunt Transport Services
JBHT
+$272K
5
VZ icon
Verizon
VZ
+$250K

Top Sells

1
+$7.85M
2
+$2.17M
3
+$464K
4
AMZN icon
Amazon
AMZN
+$406K
5
MRK icon
Merck
MRK
+$392K

Sector Composition

1 Consumer Staples 33.73%
2 Industrials 21.02%
3 Consumer Discretionary 7.74%
4 Technology 5.63%
5 Financials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$386 ﹤0.01%
2
1327
$385 ﹤0.01%
20
1328
$383 ﹤0.01%
11
1329
$382 ﹤0.01%
11
1330
$378 ﹤0.01%
6
+1
1331
$378 ﹤0.01%
+6
1332
$370 ﹤0.01%
4
+2
1333
$369 ﹤0.01%
7
1334
$361 ﹤0.01%
+3
1335
$361 ﹤0.01%
12
1336
$355 ﹤0.01%
21
1337
$354 ﹤0.01%
4
1338
$352 ﹤0.01%
+22
1339
$345 ﹤0.01%
5
1340
$344 ﹤0.01%
+29
1341
$342 ﹤0.01%
12
1342
$340 ﹤0.01%
9
1343
$339 ﹤0.01%
+5
1344
$339 ﹤0.01%
61
1345
$337 ﹤0.01%
11
1346
$331 ﹤0.01%
2
1347
$329 ﹤0.01%
+4
1348
$326 ﹤0.01%
4
-356
1349
$323 ﹤0.01%
2
1350
$320 ﹤0.01%
+18
52 53
54
55 56