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
1726
$353 ﹤0.01%
6
1727
$342 ﹤0.01%
2
1728
$342 ﹤0.01%
7
1729
$335 ﹤0.01%
25
-75
1730
$333 ﹤0.01%
1
1731
$326 ﹤0.01%
+17
1732
$318 ﹤0.01%
+4
1733
$318 ﹤0.01%
39
1734
$312 ﹤0.01%
10
1735
$311 ﹤0.01%
+2
1736
$310 ﹤0.01%
+2
1737
$292 ﹤0.01%
+6
1738
$288 ﹤0.01%
1
1739
$286 ﹤0.01%
+17
1740
$260 ﹤0.01%
+7
1741
$259 ﹤0.01%
+4
1742
$259 ﹤0.01%
6
1743
$258 ﹤0.01%
+22
1744
$255 ﹤0.01%
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1745
$255 ﹤0.01%
26
+2
1746
$254 ﹤0.01%
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1747
$253 ﹤0.01%
+29
1748
$252 ﹤0.01%
12
1749
$251 ﹤0.01%
+31
1750
$247 ﹤0.01%
+9
68 69
70
71 72