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
$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
1501
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-74
1502
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1503
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1504
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-43,400
1505
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1506
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1507
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-400
1508
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-6
1509
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-9
1510
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-1,922
1511
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0
1512
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1513
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-2,236
1514
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-1,140
1515
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1516
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-1
1517
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1518
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-31
1519
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1520
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-100
1521
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-4,500
1522
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-340
1523
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-3
1524
– –
-1,217
1525
– –
-7,300
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