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
301
$69.3K 0.02%
1,221
+202
302
$69K 0.02%
2,766
303
$67.9K 0.02%
681
304
$67.2K 0.02%
554
+13
305
$67.1K 0.02%
483
-104
306
$66.6K 0.02%
1,179
-75
307
$66.1K 0.02%
699
+26
308
$66K 0.02%
2,302
-12
309
$65.6K 0.02%
528
310
$65.3K 0.02%
1,414
+98
311
$65.3K 0.02%
3,625
+330
312
$65.2K 0.02%
7,818
313
$64.9K 0.02%
494
+337
314
$63.9K 0.02%
328
+3
315
$63K 0.02%
518
-26
316
$62.3K 0.02%
1,553
317
$62.1K 0.02%
1,394
+181
318
$61.8K 0.02%
2,444
+329
319
$61K 0.02%
383
+39
320
$60.5K 0.02%
12,518
+1,000
321
$60.1K 0.02%
657
322
$59.2K 0.02%
4,750
323
$59K 0.02%
315
324
$58.9K 0.02%
589
325
$58.9K 0.02%
1,917
-421
11 12
13
14 15