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
1326
$2.87K ﹤0.01%
+100
1327
$2.87K ﹤0.01%
81
+69
1328
$2.86K ﹤0.01%
40
1329
$2.85K ﹤0.01%
12
+4
1330
$2.84K ﹤0.01%
18
+12
1331
$2.84K ﹤0.01%
+76
1332
$2.81K ﹤0.01%
90
+70
1333
$2.79K ﹤0.01%
89
+10
1334
$2.77K ﹤0.01%
190
+173
1335
$2.77K ﹤0.01%
+270
1336
$2.73K ﹤0.01%
210
-46
1337
$2.73K ﹤0.01%
219
+190
1338
$2.73K ﹤0.01%
56
1339
$2.72K ﹤0.01%
120
1340
$2.7K ﹤0.01%
+257
1341
$2.7K ﹤0.01%
+54
1342
$2.69K ﹤0.01%
26
-6
1343
$2.68K ﹤0.01%
405
1344
$2.67K ﹤0.01%
11
+1
1345
$2.63K ﹤0.01%
100
-100
1346
$2.63K ﹤0.01%
+186
1347
$2.61K ﹤0.01%
+43
1348
$2.6K ﹤0.01%
42
1349
$2.6K ﹤0.01%
+243
1350
$2.59K ﹤0.01%
119
-10
52 53
54
55 56