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
126
$401K 0.07%
1,886
+127
127
$393K 0.07%
6,220
+676
128
$387K 0.07%
4,348
-4
129
$387K 0.07%
1,667
-185
130
$380K 0.07%
5,131
-139
131
$374K 0.07%
3,048
-67
132
$365K 0.07%
7,051
-49
133
$360K 0.07%
7,271
+820
134
$357K 0.06%
3,156
+1,442
135
$355K 0.06%
7,821
+1,774
136
$349K 0.06%
504
+76
137
$342K 0.06%
2,310
-57
138
$338K 0.06%
8,430
-568
139
$338K 0.06%
650
+151
140
$337K 0.06%
2,843
-169
141
$333K 0.06%
6,246
+83
142
$332K 0.06%
1,720
+116
143
$330K 0.06%
1,496
+59
144
$330K 0.06%
6,663
+71
145
$326K 0.06%
3,361
-60
146
$323K 0.06%
1,332
-400
147
$322K 0.06%
4,329
+434
148
$317K 0.06%
7,309
-10
149
$315K 0.06%
3,240
-255
150
$306K 0.06%
534
+18
4 5
6
7 8