HCP
Hexagon Capital Partners Portfolio holdings
AUM
$449M
1-Year Return
25.06%
This Quarter Return
+0.43%
1 Year Return
+25.06%
3 Year Return
+91.27%
5 Year Return
+137.91%
10 Year Return
–
AUM
$383M
AUM Growth
+$3.19M
(+0.84%)
Cap. Flow
+$2.95M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
68.03%
Holding
1,484
New
55
Increased
406
Reduced
491
Closed
62
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$663K |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$494K |
| 3 |
JB Hunt Transport Services
JBHT
|
+$453K |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$408K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$364K |
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
+$610K |
| 2 |
JPMorgan Chase
JPM
|
+$332K |
| 3 |
Vanguard Growth ETF
VUG
|
+$271K |
| 4 |
Vanguard Total Bond Market
BND
|
+$221K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$220K |
Sector Composition
| 1 | Consumer Staples | 33.88% |
| 2 | Industrials | 20.4% |
| 3 | Consumer Discretionary | 7.42% |
| 4 | Communication Services | 6.43% |
| 5 | Technology | 6.29% |
