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
1376
$2.37K ﹤0.01%
21
-86
1377
$2.36K ﹤0.01%
+129
1378
$2.36K ﹤0.01%
35
-20
1379
$2.31K ﹤0.01%
195
-506
1380
$2.3K ﹤0.01%
286
+11
1381
$2.3K ﹤0.01%
151
+135
1382
$2.3K ﹤0.01%
59
+36
1383
$2.29K ﹤0.01%
14
1384
$2.26K ﹤0.01%
30
+14
1385
$2.25K ﹤0.01%
29
1386
$2.25K ﹤0.01%
12
-4
1387
$2.24K ﹤0.01%
20
-16
1388
$2.24K ﹤0.01%
+37
1389
$2.24K ﹤0.01%
43
+14
1390
$2.23K ﹤0.01%
+19
1391
$2.22K ﹤0.01%
431
+422
1392
$2.22K ﹤0.01%
24
1393
$2.2K ﹤0.01%
+148
1394
$2.19K ﹤0.01%
+23
1395
$2.18K ﹤0.01%
+160
1396
$2.17K ﹤0.01%
1,019
1397
$2.17K ﹤0.01%
+11
1398
$2.15K ﹤0.01%
150
1399
$2.14K ﹤0.01%
1,700
1400
$2.1K ﹤0.01%
19
-14
54 55
56
57 58