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
351
$52.2K 0.01%
262
352
$52K 0.01%
160
+4
353
$51.7K 0.01%
449
354
$51.2K 0.01%
1,610
-344
355
$51.2K 0.01%
5,050
356
$51.1K 0.01%
994
+937
357
$51K 0.01%
4,541
358
$50.8K 0.01%
4,358
359
$50.7K 0.01%
1,137
-1,118
360
$50.7K 0.01%
609
-214
361
$50.4K 0.01%
2,507
362
$50.3K 0.01%
4,116
363
$50K 0.01%
2,282
-14
364
$50K 0.01%
288
-136
365
$49.9K 0.01%
1,000
366
$49.8K 0.01%
345
367
$49.5K 0.01%
326
-15
368
$49.4K 0.01%
111
-120
369
$49K 0.01%
1,301
+330
370
$48.4K 0.01%
1,781
+1,182
371
$48.4K 0.01%
513
372
$48.4K 0.01%
1,000
+900
373
$48.2K 0.01%
980
374
$48.1K 0.01%
1,436
375
$47.6K 0.01%
1,623
+316
13 14
15
16 17