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
1451
$1.78K ﹤0.01%
+255
1452
$1.77K ﹤0.01%
5
1453
$1.76K ﹤0.01%
100
1454
$1.74K ﹤0.01%
13
+9
1455
$1.73K ﹤0.01%
26
+22
1456
$1.71K ﹤0.01%
63
+56
1457
$1.7K ﹤0.01%
+40
1458
$1.69K ﹤0.01%
26
+24
1459
$1.69K ﹤0.01%
308
+196
1460
$1.68K ﹤0.01%
+21
1461
$1.67K ﹤0.01%
16
+12
1462
$1.65K ﹤0.01%
+4
1463
$1.65K ﹤0.01%
69
1464
$1.65K ﹤0.01%
28
+27
1465
$1.65K ﹤0.01%
51
+27
1466
$1.63K ﹤0.01%
40
1467
$1.63K ﹤0.01%
434
1468
$1.6K ﹤0.01%
66
1469
$1.58K ﹤0.01%
9
1470
$1.57K ﹤0.01%
28
+23
1471
$1.57K ﹤0.01%
4
+3
1472
$1.56K ﹤0.01%
9
1473
$1.55K ﹤0.01%
172
+4
1474
$1.53K ﹤0.01%
+29
1475
$1.51K ﹤0.01%
22
57 58
59
60 61