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
1751
$246 ﹤0.01%
25
-18
1752
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1753
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1754
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30
1755
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1756
$236 ﹤0.01%
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1757
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+6
1758
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1759
$229 ﹤0.01%
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1760
$227 ﹤0.01%
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1761
$227 ﹤0.01%
4
1762
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$222 ﹤0.01%
3
1765
$218 ﹤0.01%
+11
1766
$217 ﹤0.01%
28
-15
1767
$216 ﹤0.01%
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$212 ﹤0.01%
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1769
$210 ﹤0.01%
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1770
$203 ﹤0.01%
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1771
$203 ﹤0.01%
+9
1772
$195 ﹤0.01%
+14
1773
$194 ﹤0.01%
4
+2
1774
$194 ﹤0.01%
1
1775
$193 ﹤0.01%
+3
69 70
71
72 73