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
526
$22.7K 0.01%
2,279
-267
527
$22.7K 0.01%
789
-554
528
$22.5K 0.01%
2,592
529
$22.5K 0.01%
5,000
530
$22.4K 0.01%
64
+2
531
$22.4K 0.01%
19,474
+2,011
532
$22.3K 0.01%
335
+2
533
$22.3K 0.01%
850
+126
534
$22.2K 0.01%
246
+19
535
$22.1K 0.01%
469
-212
536
$22K 0.01%
366
537
$21.9K 0.01%
3,385
538
$21.9K 0.01%
608
-107
539
$21.8K 0.01%
96
-16
540
$21.7K 0.01%
940
541
$21.7K 0.01%
229
-24
542
$21.6K 0.01%
508
543
$21.5K 0.01%
1,160
544
$21.4K 0.01%
948
+145
545
$21.2K 0.01%
313
+1
546
$21.1K 0.01%
2,690
+604
547
$21.1K 0.01%
300
-1
548
$21.1K 0.01%
250
-66
549
$21.1K 0.01%
64
-1
550
$21K 0.01%
26
20 21
22
23 24