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
1401
$2.1K ﹤0.01%
25
1402
$2.1K ﹤0.01%
179
+141
1403
$2.09K ﹤0.01%
+24
1404
$2.08K ﹤0.01%
36
+24
1405
$2.08K ﹤0.01%
57
1406
$2.08K ﹤0.01%
253
1407
$2.08K ﹤0.01%
4,000
1408
$2.06K ﹤0.01%
+75
1409
$2.05K ﹤0.01%
67
1410
$2.05K ﹤0.01%
46
+25
1411
$2.05K ﹤0.01%
19
+11
1412
$2.04K ﹤0.01%
+31
1413
$2.01K ﹤0.01%
108
-64
1414
$2.01K ﹤0.01%
73
+68
1415
$2K ﹤0.01%
+6
1416
$1.99K ﹤0.01%
+6
1417
$1.99K ﹤0.01%
230
+217
1418
$1.98K ﹤0.01%
29
1419
$1.97K ﹤0.01%
+65
1420
$1.97K ﹤0.01%
+71
1421
$1.97K ﹤0.01%
+6
1422
$1.94K ﹤0.01%
+153
1423
$1.93K ﹤0.01%
80
-144
1424
$1.93K ﹤0.01%
+31
1425
$1.92K ﹤0.01%
688
55 56
57
58 59