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
1676
$540 ﹤0.01%
+19
1677
$539 ﹤0.01%
23
1678
$537 ﹤0.01%
133
1679
$535 ﹤0.01%
15
1680
$534 ﹤0.01%
+3
1681
$531 ﹤0.01%
52
1682
$526 ﹤0.01%
21
+1
1683
$525 ﹤0.01%
+46
1684
$522 ﹤0.01%
43
1685
$515 ﹤0.01%
12
+8
1686
$510 ﹤0.01%
9
-2
1687
$501 ﹤0.01%
+13
1688
$500 ﹤0.01%
200
1689
$496 ﹤0.01%
200
1690
$496 ﹤0.01%
18
1691
$490 ﹤0.01%
213
1692
$489 ﹤0.01%
+6
1693
$486 ﹤0.01%
73
-10
1694
$483 ﹤0.01%
2
1695
$482 ﹤0.01%
23
+2
1696
$481 ﹤0.01%
+11
1697
$469 ﹤0.01%
+4
1698
$465 ﹤0.01%
+16
1699
$465 ﹤0.01%
12
-3
1700
$464 ﹤0.01%
+22
66 67
68
69 70