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
$379M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,515
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$248K
3
+$248K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$214K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$209K

Top Sells

1
+$297K
2
+$225K
3
+$183K
4
AVGO icon
Broadcom
AVGO
+$160K
5
FDX icon
FedEx
FDX
+$148K

Sector Composition

1 Consumer Staples 33.64%
2 Industrials 19.71%
3 Consumer Discretionary 7.55%
4 Technology 6.79%
5 Communication Services 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$86.8K 0.02%
2,010
-261
277
$85.5K 0.02%
2,421
+348
278
$85.2K 0.02%
559
+300
279
$85.1K 0.02%
2,370
+89
280
$81.9K 0.02%
361
+4
281
$81.5K 0.02%
1,625
282
$80.6K 0.02%
439
-2
283
$80.4K 0.02%
1,367
-1,057
284
$79.8K 0.02%
1,870
-41
285
$79.3K 0.02%
260
-4
286
$78.9K 0.02%
1,972
-150
287
$78.5K 0.02%
648
+429
288
$77.6K 0.02%
1,594
-194
289
$76.6K 0.02%
681
+132
290
$76K 0.02%
1,055
+3
291
$75.4K 0.02%
3,015
292
$75K 0.02%
3,967
+826
293
$74.9K 0.02%
3,800
294
$74.4K 0.02%
163
-5
295
$73K 0.02%
1,536
-366
296
$72.9K 0.02%
2,375
297
$72.9K 0.02%
352
-7
298
$72K 0.02%
458
+54
299
$70.1K 0.02%
2,140
300
$69.6K 0.02%
2,063
-148
10 11
12
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