HCP

Hexagon Capital Partners Portfolio holdings

AUM $449M
1-Year Est. Return 25.06%
This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,539
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$337K
3
+$294K
4
JBHT icon
JB Hunt Transport Services
JBHT
+$272K
5
VZ icon
Verizon
VZ
+$250K

Top Sells

1
+$7.85M
2
+$2.17M
3
+$464K
4
AMZN icon
Amazon
AMZN
+$406K
5
MRK icon
Merck
MRK
+$392K

Sector Composition

1 Consumer Staples 33.73%
2 Industrials 21.02%
3 Consumer Discretionary 7.74%
4 Technology 5.63%
5 Financials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$257K 0.07%
6,427
-579
127
$257K 0.07%
5,562
-252
128
$257K 0.07%
1,483
-1,158
129
$256K 0.07%
4,432
+487
130
$255K 0.07%
9,024
-700
131
$254K 0.07%
7,734
+1,347
132
$253K 0.07%
4,123
+3,354
133
$250K 0.07%
2,699
-1,042
134
$250K 0.07%
2,573
-1,028
135
$249K 0.07%
21,385
-1,120
136
$237K 0.07%
29,619
137
$237K 0.07%
13,095
+238
138
$232K 0.07%
1,982
-204
139
$232K 0.07%
633
+28
140
$228K 0.07%
2,187
+205
141
$225K 0.07%
3,429
-11
142
$224K 0.07%
1,728
+347
143
$223K 0.07%
11,584
+514
144
$223K 0.07%
4,178
-74
145
$223K 0.06%
12,299
146
$222K 0.06%
1,502
-204
147
$220K 0.06%
311
-23
148
$219K 0.06%
6,524
-1,175
149
$219K 0.06%
3,079
-293
150
$215K 0.06%
626
-63
4 5
6
7 8