HCP

Hexagon Capital Partners Portfolio holdings

AUM $541M
1-Year Est. Return 24.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.44%
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
+$3.04M
2
+$1.76M
3
+$1.07M
4
JBHT icon
JB Hunt Transport Services
JBHT
+$392K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$366K

Top Sells

1
+$1.98M
2
+$993K
3
+$932K
4
CVNA icon
Carvana
CVNA
+$593K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$354K

Sector Composition

1 Consumer Staples 40.43%
2 Industrials 13.92%
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
201
$221K 0.04%
744
-462
202
$220K 0.04%
4,668
-191
203
$220K 0.04%
7,169
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204
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453
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205
$219K 0.04%
1,348
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206
$216K 0.04%
768
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207
$215K 0.04%
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208
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1,172
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210
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211
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212
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213
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214
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220
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222
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223
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224
$189K 0.03%
2,504
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225
$188K 0.03%
3,618
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