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
401
$43.7K 0.01%
+8,000
402
$43.6K 0.01%
2,272
403
$43.2K 0.01%
860
+520
404
$43.1K 0.01%
447
405
$42.9K 0.01%
318
+79
406
$42.9K 0.01%
870
+45
407
$42.7K 0.01%
2,966
+643
408
$42.6K 0.01%
208
-61
409
$42.2K 0.01%
400
410
$42.2K 0.01%
140
-4
411
$42.2K 0.01%
1,702
-200
412
$42.1K 0.01%
555
-49
413
$40.9K 0.01%
12,700
+10,500
414
$40.5K 0.01%
500
415
$40.2K 0.01%
648
+51
416
$39.9K 0.01%
4,000
417
$39.4K 0.01%
911
+1
418
$39K 0.01%
87
-33
419
$38.9K 0.01%
779
+301
420
$38.3K 0.01%
3,268
+337
421
$38.1K 0.01%
1,191
-312
422
$37.6K 0.01%
687
+474
423
$37.6K 0.01%
489
-38
424
$37.5K 0.01%
2,167
425
$37.5K 0.01%
1,285
+46
15 16
17
18 19