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
1551
$1.11K ﹤0.01%
+3
1552
$1.1K ﹤0.01%
+6
1553
$1.1K ﹤0.01%
+13
1554
$1.09K ﹤0.01%
36
+3
1555
$1.09K ﹤0.01%
42
+24
1556
$1.08K ﹤0.01%
+6
1557
$1.08K ﹤0.01%
+15
1558
$1.08K ﹤0.01%
4
+3
1559
$1.06K ﹤0.01%
48
1560
$1.06K ﹤0.01%
51
+5
1561
$1.06K ﹤0.01%
47
+21
1562
$1.06K ﹤0.01%
+10
1563
$1.05K ﹤0.01%
+18
1564
$1.05K ﹤0.01%
+8
1565
$1.05K ﹤0.01%
+15
1566
$1.05K ﹤0.01%
14
-4
1567
$1.05K ﹤0.01%
+8
1568
$1.04K ﹤0.01%
14
+10
1569
$1.04K ﹤0.01%
+7
1570
$1.04K ﹤0.01%
27
1571
$1.03K ﹤0.01%
11
1572
$1.03K ﹤0.01%
3
1573
$1.03K ﹤0.01%
+45
1574
$1.03K ﹤0.01%
+11
1575
$1.03K ﹤0.01%
+5
61 62
63
64 65