HCP

Hexagon Capital Partners Portfolio holdings

AUM $449M
1-Year Est. Return 25.06%
This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,539
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$337K
3
+$294K
4
JBHT icon
JB Hunt Transport Services
JBHT
+$272K
5
VZ icon
Verizon
VZ
+$250K

Top Sells

1
+$7.85M
2
+$2.17M
3
+$464K
4
AMZN icon
Amazon
AMZN
+$406K
5
MRK icon
Merck
MRK
+$392K

Sector Composition

1 Consumer Staples 33.73%
2 Industrials 21.02%
3 Consumer Discretionary 7.74%
4 Technology 5.63%
5 Financials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$209K 0.06%
4,856
+1,270
152
$203K 0.06%
2,616
+757
153
$200K 0.06%
466
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154
$195K 0.06%
2,094
-1,188
155
$193K 0.06%
8,600
156
$192K 0.06%
1,416
+4
157
$189K 0.05%
11,189
+1,921
158
$187K 0.05%
881
159
$184K 0.05%
4,970
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160
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1,970
-18
161
$178K 0.05%
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162
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163
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164
$173K 0.05%
5,423
-3,658
165
$171K 0.05%
11,334
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166
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167
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168
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169
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170
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171
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172
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709
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173
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988
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174
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1,712
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175
$161K 0.05%
3,692
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