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
1576
$1.02K ﹤0.01%
33
+25
1577
$1.02K ﹤0.01%
54
+14
1578
$1.02K ﹤0.01%
72
+55
1579
$1.02K ﹤0.01%
77
+65
1580
$1.02K ﹤0.01%
+5
1581
$1.01K ﹤0.01%
+3
1582
$1.01K ﹤0.01%
+18
1583
$1.01K ﹤0.01%
+5
1584
$1K ﹤0.01%
+94
1585
$998 ﹤0.01%
66
-74
1586
$996 ﹤0.01%
+135
1587
$994 ﹤0.01%
+13
1588
$992 ﹤0.01%
13
+10
1589
$987 ﹤0.01%
16
-15
1590
$981 ﹤0.01%
25
+11
1591
$979 ﹤0.01%
237
+18
1592
$973 ﹤0.01%
+8
1593
$970 ﹤0.01%
19
+16
1594
$965 ﹤0.01%
56
+45
1595
$964 ﹤0.01%
+96
1596
$961 ﹤0.01%
+12
1597
$951 ﹤0.01%
23
1598
$948 ﹤0.01%
+3
1599
$938 ﹤0.01%
+59
1600
$937 ﹤0.01%
30
62 63
64
65 66