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
1776
$189 ﹤0.01%
+12
1777
$189 ﹤0.01%
+21
1778
$184 ﹤0.01%
+19
1779
$183 ﹤0.01%
3
-3
1780
$181 ﹤0.01%
25
1781
$179 ﹤0.01%
2
-40
1782
$179 ﹤0.01%
1
1783
$169 ﹤0.01%
28
-17
1784
$166 ﹤0.01%
+33
1785
$165 ﹤0.01%
+3
1786
$163 ﹤0.01%
+4
1787
$159 ﹤0.01%
40
1788
$159 ﹤0.01%
+8
1789
$159 ﹤0.01%
+3
1790
$153 ﹤0.01%
3
1791
$150 ﹤0.01%
+8
1792
$146 ﹤0.01%
1
1793
$146 ﹤0.01%
6
1794
$144 ﹤0.01%
8
1795
$141 ﹤0.01%
1
1796
$140 ﹤0.01%
+2
1797
$140 ﹤0.01%
+10
1798
$139 ﹤0.01%
3
1799
$134 ﹤0.01%
11
1800
$133 ﹤0.01%
1
-2
70 71
72
73 74