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
376
$46.9K 0.01%
433
377
$46.8K 0.01%
490
-37
378
$46.8K 0.01%
629
379
$46.7K 0.01%
2,028
-16
380
$46.4K 0.01%
323
-1
381
$46.4K 0.01%
241
-137
382
$46.3K 0.01%
743
+16
383
$46.1K 0.01%
1,273
384
$45.9K 0.01%
1,726
-70
385
$45.8K 0.01%
475
+40
386
$45.6K 0.01%
413
-6
387
$45.6K 0.01%
2,000
388
$45.1K 0.01%
2,514
-475
389
$45.1K 0.01%
809
+221
390
$45.1K 0.01%
764
+759
391
$45K 0.01%
5,231
-307
392
$44.8K 0.01%
600
393
$44.7K 0.01%
583
-22
394
$44.4K 0.01%
2,645
-34
395
$44.4K 0.01%
+1,300
396
$44.3K 0.01%
2,400
397
$44.3K 0.01%
393
398
$44K 0.01%
129
-4
399
$43.8K 0.01%
4,067
+967
400
$43.8K 0.01%
252
-6
14 15
16
17 18