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
1801
$133 ﹤0.01%
20
1802
$132 ﹤0.01%
+8
1803
$131 ﹤0.01%
+5
1804
$121 ﹤0.01%
+3
1805
$112 ﹤0.01%
100
1806
$109 ﹤0.01%
2
1807
$108 ﹤0.01%
5
1808
$106 ﹤0.01%
+13
1809
$106 ﹤0.01%
95
1810
$105 ﹤0.01%
40
1811
$103 ﹤0.01%
74
+3
1812
$102 ﹤0.01%
8
+1
1813
$97 ﹤0.01%
+4
1814
$95 ﹤0.01%
5
1815
$93 ﹤0.01%
+1
1816
$72 ﹤0.01%
1
1817
$64 ﹤0.01%
2
1818
$54 ﹤0.01%
2
1819
$52 ﹤0.01%
+1
1820
$47 ﹤0.01%
2
1821
$44 ﹤0.01%
10
1822
$44 ﹤0.01%
20
-5,000
1823
$43 ﹤0.01%
+1
1824
$34 ﹤0.01%
2
1825
$34 ﹤0.01%
283
71 72
73
74 75