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
1701
$463 ﹤0.01%
9
1702
$462 ﹤0.01%
11
1703
$461 ﹤0.01%
+54
1704
$460 ﹤0.01%
+33
1705
$454 ﹤0.01%
+85
1706
$440 ﹤0.01%
+6
1707
$432 ﹤0.01%
7
-1
1708
$431 ﹤0.01%
37
+17
1709
$427 ﹤0.01%
99
-182
1710
$427 ﹤0.01%
+13
1711
$421 ﹤0.01%
+13
1712
$421 ﹤0.01%
+3
1713
$414 ﹤0.01%
+6
1714
$407 ﹤0.01%
+22
1715
$404 ﹤0.01%
9
-11
1716
$400 ﹤0.01%
6
1717
$392 ﹤0.01%
+7
1718
$389 ﹤0.01%
43
1719
$382 ﹤0.01%
10
1720
$375 ﹤0.01%
+2
1721
$370 ﹤0.01%
29
-47
1722
$362 ﹤0.01%
+10
1723
$358 ﹤0.01%
4
+2
1724
$358 ﹤0.01%
12
+8
1725
$356 ﹤0.01%
+5
67 68
69
70 71