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
326
$58.1K 0.02%
348
+57
327
$58K 0.02%
73
-13
328
$57.9K 0.02%
7,535
329
$57.9K 0.02%
3,623
330
$57.8K 0.02%
751
-113
331
$57.5K 0.02%
929
-511
332
$56.9K 0.02%
1,722
-1,062
333
$56.8K 0.02%
1,000
334
$56.5K 0.01%
3,125
335
$56.4K 0.01%
1,409
+99
336
$56.2K 0.01%
497
-56
337
$56.1K 0.01%
1,783
-20
338
$55.8K 0.01%
1,032
+22
339
$55.3K 0.01%
+7,100
340
$54.8K 0.01%
1,822
+307
341
$54.5K 0.01%
523
-12
342
$54.5K 0.01%
214
343
$54.4K 0.01%
471
+1
344
$54.1K 0.01%
614
345
$54K 0.01%
20
+1
346
$54K 0.01%
270
-2
347
$53.5K 0.01%
1,128
348
$52.6K 0.01%
2,596
+1,141
349
$52.6K 0.01%
3,349
-907
350
$52.5K 0.01%
1,008
+62
12 13
14
15 16