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
1526
$1.2K ﹤0.01%
+6
1527
$1.2K ﹤0.01%
15
-15
1528
$1.2K ﹤0.01%
51
1529
$1.2K ﹤0.01%
163
+33
1530
$1.19K ﹤0.01%
+167
1531
$1.19K ﹤0.01%
+23
1532
$1.18K ﹤0.01%
+86
1533
$1.16K ﹤0.01%
17
1534
$1.16K ﹤0.01%
+11
1535
$1.16K ﹤0.01%
+10
1536
$1.16K ﹤0.01%
+5
1537
$1.15K ﹤0.01%
+2
1538
$1.15K ﹤0.01%
+8
1539
$1.15K ﹤0.01%
621
1540
$1.15K ﹤0.01%
+10
1541
$1.15K ﹤0.01%
14
1542
$1.15K ﹤0.01%
+19
1543
$1.14K ﹤0.01%
23
1544
$1.14K ﹤0.01%
+5
1545
$1.14K ﹤0.01%
+17
1546
$1.14K ﹤0.01%
+122
1547
$1.13K ﹤0.01%
+17
1548
$1.13K ﹤0.01%
12
1549
$1.11K ﹤0.01%
+6
1550
$1.11K ﹤0.01%
17
+9
60 61
62
63 64