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
426
$37.2K 0.01%
332
-18
427
$36.5K 0.01%
315
-53
428
$36.4K 0.01%
589
+58
429
$36.2K 0.01%
2,442
+168
430
$36K 0.01%
1,186
-2,285
431
$35.9K 0.01%
258
-4
432
$35.5K 0.01%
1,015
-230
433
$35.4K 0.01%
216
+2
434
$35.2K 0.01%
1,970
+200
435
$34.7K 0.01%
548
-20
436
$34.6K 0.01%
2,008
437
$34.5K 0.01%
+500
438
$34.3K 0.01%
1,031
+190
439
$34.2K 0.01%
271
-5
440
$34.1K 0.01%
1,152
+448
441
$34K 0.01%
1,803
-504
442
$33.7K 0.01%
264
443
$33.5K 0.01%
3,385
+11
444
$33.3K 0.01%
1,746
+140
445
$33.2K 0.01%
1,171
+18
446
$33.1K 0.01%
1,913
-26
447
$33K 0.01%
857
-317
448
$33K 0.01%
967
449
$32.9K 0.01%
302
+144
450
$32.8K 0.01%
270
-16
16 17
18
19 20