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
151
$300K 0.05%
6,679
+1,411
152
$299K 0.05%
7,788
+1,366
153
$293K 0.05%
1,457
+96
154
$292K 0.05%
12,602
+482
155
$292K 0.05%
1,501
-49
156
$291K 0.05%
655
+16
157
$288K 0.05%
3,517
-70
158
$288K 0.05%
9,031
+137
159
$286K 0.05%
2,731
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160
$284K 0.05%
3,556
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161
$284K 0.05%
2,670
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162
$283K 0.05%
3,362
163
$282K 0.05%
6,213
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164
$280K 0.05%
4,940
-177
165
$277K 0.05%
10,725
-469
166
$276K 0.05%
5,721
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167
$274K 0.05%
1,784
-173
168
$273K 0.05%
9,246
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169
$270K 0.05%
6,794
+1,098
170
$268K 0.05%
22,154
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171
$267K 0.05%
26,968
-328
172
$266K 0.05%
+3,683
173
$265K 0.05%
5,548
+1,144
174
$264K 0.05%
249
+222
175
$261K 0.05%
782
-35
5 6
7
8 9