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
1351
$2.57K ﹤0.01%
200
1352
$2.56K ﹤0.01%
114
+80
1353
$2.55K ﹤0.01%
22
+3
1354
$2.54K ﹤0.01%
2
-1
1355
$2.53K ﹤0.01%
88
+36
1356
$2.53K ﹤0.01%
19
+13
1357
$2.52K ﹤0.01%
20
1358
$2.5K ﹤0.01%
+186
1359
$2.48K ﹤0.01%
65
+2
1360
$2.48K ﹤0.01%
163
+136
1361
$2.48K ﹤0.01%
+59
1362
$2.47K ﹤0.01%
+362
1363
$2.46K ﹤0.01%
48
+5
1364
$2.45K ﹤0.01%
+62
1365
$2.45K ﹤0.01%
+2
1366
$2.44K ﹤0.01%
84
+77
1367
$2.42K ﹤0.01%
28
+23
1368
$2.42K ﹤0.01%
362
+320
1369
$2.41K ﹤0.01%
42
-24
1370
$2.4K ﹤0.01%
+36
1371
$2.39K ﹤0.01%
25
-18
1372
$2.39K ﹤0.01%
21
+8
1373
$2.38K ﹤0.01%
23
-3
1374
$2.38K ﹤0.01%
7
+3
1375
$2.38K ﹤0.01%
71
-829
53 54
55
56 57