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
1426
$1.92K ﹤0.01%
134
1427
$1.92K ﹤0.01%
331
-39
1428
$1.91K ﹤0.01%
+333
1429
$1.9K ﹤0.01%
35
+23
1430
$1.89K ﹤0.01%
138
-1,074
1431
$1.89K ﹤0.01%
105
-449
1432
$1.89K ﹤0.01%
+47
1433
$1.87K ﹤0.01%
+139
1434
$1.87K ﹤0.01%
+78
1435
$1.86K ﹤0.01%
+79
1436
$1.86K ﹤0.01%
14
+10
1437
$1.86K ﹤0.01%
250
1438
$1.86K ﹤0.01%
+14
1439
$1.86K ﹤0.01%
+157
1440
$1.84K ﹤0.01%
145
+134
1441
$1.84K ﹤0.01%
+41
1442
$1.84K ﹤0.01%
30
+1
1443
$1.83K ﹤0.01%
102
-180
1444
$1.83K ﹤0.01%
+29
1445
$1.83K ﹤0.01%
27
1446
$1.82K ﹤0.01%
+25
1447
$1.81K ﹤0.01%
32
+30
1448
$1.81K ﹤0.01%
18
1449
$1.81K ﹤0.01%
53
+1
1450
$1.79K ﹤0.01%
+13
56 57
58
59 60