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
201
$221K 0.04%
744
-462
202
$220K 0.04%
4,668
-191
203
$220K 0.04%
7,169
+37
204
$220K 0.04%
453
+24
205
$219K 0.04%
1,348
-113
206
$216K 0.04%
768
+12
207
$215K 0.04%
2,276
-99
208
$213K 0.04%
1,172
+228
209
$211K 0.04%
3,864
+454
210
$210K 0.04%
1,525
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211
$209K 0.04%
1,252
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212
$208K 0.04%
988
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213
$207K 0.04%
1,104
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214
$200K 0.04%
3,200
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215
$200K 0.04%
1,014
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216
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217
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218
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219
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112
220
$193K 0.04%
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221
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1,599
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222
$192K 0.03%
869
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223
$191K 0.03%
8,584
224
$189K 0.03%
2,504
-692
225
$188K 0.03%
3,618
+1,340
7 8
9
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