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
1626
$829 ﹤0.01%
5
1627
$825 ﹤0.01%
23
+2
1628
$818 ﹤0.01%
+15
1629
$814 ﹤0.01%
25
1630
$813 ﹤0.01%
+13
1631
$810 ﹤0.01%
200
1632
$803 ﹤0.01%
+45
1633
$800 ﹤0.01%
+18
1634
$798 ﹤0.01%
+9
1635
$781 ﹤0.01%
40
1636
$781 ﹤0.01%
+54
1637
$778 ﹤0.01%
10
1638
$775 ﹤0.01%
48
+12
1639
$770 ﹤0.01%
12
1640
$768 ﹤0.01%
+42
1641
$767 ﹤0.01%
7
1642
$758 ﹤0.01%
+8
1643
$744 ﹤0.01%
16
+7
1644
$735 ﹤0.01%
+31
1645
$732 ﹤0.01%
+46
1646
$702 ﹤0.01%
300
1647
$687 ﹤0.01%
+105
1648
$683 ﹤0.01%
+16
1649
$676 ﹤0.01%
+39
1650
$676 ﹤0.01%
+11
64 65
66
67 68