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
1501
$1.31K ﹤0.01%
+235
1502
$1.3K ﹤0.01%
50
+31
1503
$1.3K ﹤0.01%
+17
1504
$1.29K ﹤0.01%
+9
1505
$1.28K ﹤0.01%
+13
1506
$1.28K ﹤0.01%
+6
1507
$1.28K ﹤0.01%
+9
1508
$1.27K ﹤0.01%
32
1509
$1.27K ﹤0.01%
+41
1510
$1.27K ﹤0.01%
15
1511
$1.26K ﹤0.01%
23
-1
1512
$1.26K ﹤0.01%
+103
1513
$1.23K ﹤0.01%
+41
1514
$1.23K ﹤0.01%
+14
1515
$1.23K ﹤0.01%
+11
1516
$1.23K ﹤0.01%
4
+3
1517
$1.23K ﹤0.01%
+15
1518
$1.22K ﹤0.01%
100
1519
$1.22K ﹤0.01%
+13
1520
$1.21K ﹤0.01%
94
+9
1521
$1.21K ﹤0.01%
+24
1522
$1.21K ﹤0.01%
17
+8
1523
$1.2K ﹤0.01%
+40
1524
$1.2K ﹤0.01%
82
-227
1525
$1.2K ﹤0.01%
+4
59 60
61
62 63