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
501
$25.3K 0.01%
69
-4
502
$25K 0.01%
1,283
+143
503
$24.8K 0.01%
675
+166
504
$24.8K 0.01%
638
+47
505
$24.6K 0.01%
347
+29
506
$24.5K 0.01%
1,921
507
$24.4K 0.01%
2,098
508
$24.4K 0.01%
307
+131
509
$24.3K 0.01%
465
510
$24.2K 0.01%
1,429
+18
511
$23.9K 0.01%
781
+126
512
$23.9K 0.01%
+4,500
513
$23.8K 0.01%
557
+84
514
$23.8K 0.01%
1,187
515
$23.6K 0.01%
219
+5
516
$23.4K 0.01%
146
517
$23.3K 0.01%
531
-3
518
$23.3K 0.01%
190
-2
519
$23.3K 0.01%
792
+103
520
$23.3K 0.01%
253
521
$23.2K 0.01%
503
-9
522
$23.1K 0.01%
686
-42
523
$23.1K 0.01%
284
-5
524
$23K 0.01%
2,955
525
$22.8K 0.01%
309
+20
19 20
21
22 23