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
451
$32.8K 0.01%
2,254
-699
452
$32.6K 0.01%
896
453
$32.3K 0.01%
1,065
+337
454
$32.1K 0.01%
1,135
-1
455
$31.4K 0.01%
487
+75
456
$31.3K 0.01%
185
-53
457
$31.2K 0.01%
142
458
$31.1K 0.01%
127
+60
459
$31.1K 0.01%
3,637
460
$31.1K 0.01%
344
+80
461
$30.8K 0.01%
431
+22
462
$30.8K 0.01%
952
-560
463
$30.8K 0.01%
275
+123
464
$30.7K 0.01%
378
-3
465
$30.3K 0.01%
338
+26
466
$30.3K 0.01%
318
-282
467
$30.2K 0.01%
205
468
$30K 0.01%
359
+215
469
$29.6K 0.01%
2,001
+219
470
$29.4K 0.01%
389
471
$29.1K 0.01%
1,500
472
$28.7K 0.01%
499
+77
473
$28.6K 0.01%
204
+1
474
$28.6K 0.01%
970
-2,244
475
$28.5K 0.01%
431
17 18
19
20 21