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
1476
$1.48K ﹤0.01%
8
+4
1477
$1.46K ﹤0.01%
7
+5
1478
$1.45K ﹤0.01%
4
1479
$1.43K ﹤0.01%
58
1480
$1.43K ﹤0.01%
43
+27
1481
$1.43K ﹤0.01%
+20
1482
$1.42K ﹤0.01%
+7
1483
$1.41K ﹤0.01%
104
-1,070
1484
$1.41K ﹤0.01%
42
+33
1485
$1.4K ﹤0.01%
11
1486
$1.38K ﹤0.01%
+7
1487
$1.37K ﹤0.01%
29
-1
1488
$1.36K ﹤0.01%
25
+1
1489
$1.35K ﹤0.01%
16
+9
1490
$1.34K ﹤0.01%
100
1491
$1.33K ﹤0.01%
+11
1492
$1.33K ﹤0.01%
+25
1493
$1.33K ﹤0.01%
122
1494
$1.33K ﹤0.01%
39
+26
1495
$1.33K ﹤0.01%
30
-3
1496
$1.33K ﹤0.01%
+4
1497
$1.32K ﹤0.01%
+36
1498
$1.31K ﹤0.01%
22
1499
$1.31K ﹤0.01%
349
+41
1500
$1.31K ﹤0.01%
+30
58 59
60
61 62