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
551
$21K 0.01%
2,221
+300
552
$20.9K 0.01%
310
553
$20.7K 0.01%
1,503
554
$20.6K 0.01%
237
555
$20.5K 0.01%
185
+4
556
$20.4K 0.01%
187
-24
557
$20.2K 0.01%
103
-10
558
$20.2K 0.01%
320
-36
559
$20.1K 0.01%
1,200
-66
560
$20.1K 0.01%
315
561
$20.1K 0.01%
252
+15
562
$20K 0.01%
102
-25
563
$20K 0.01%
732
+144
564
$20K 0.01%
80
-10
565
$19.8K 0.01%
303
+34
566
$19.7K 0.01%
48
-1
567
$19.7K 0.01%
629
568
$19.7K 0.01%
52
-8
569
$19.6K 0.01%
521
570
$19.6K 0.01%
234
-14
571
$19.5K 0.01%
256
+42
572
$19.5K 0.01%
300
573
$19.5K 0.01%
131
+3
574
$19.5K 0.01%
84
-21
575
$19.4K 0.01%
174
+9
21 22
23
24 25