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
476
$28.2K 0.01%
437
+18
477
$28.1K 0.01%
402
+127
478
$28K 0.01%
500
479
$28K 0.01%
542
+15
480
$27.8K 0.01%
244
-1
481
$27.7K 0.01%
557
-33
482
$27.5K 0.01%
546
+120
483
$27.3K 0.01%
72
484
$27.1K 0.01%
77
485
$27.1K 0.01%
785
+36
486
$26.9K 0.01%
1,036
+826
487
$26.8K 0.01%
954
+192
488
$26.7K 0.01%
1,633
489
$26.6K 0.01%
1,007
-205
490
$26.5K 0.01%
613
+266
491
$26.5K 0.01%
1,053
+348
492
$26.4K 0.01%
1,236
-210
493
$26.4K 0.01%
615
494
$26.4K 0.01%
989
-44
495
$26.4K 0.01%
579
+271
496
$26.2K 0.01%
119
-20
497
$25.9K 0.01%
91
+3
498
$25.8K 0.01%
135
-12
499
$25.6K 0.01%
2,200
500
$25.6K 0.01%
311
18 19
20
21 22