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
576
$19.3K 0.01%
1,569
-14
577
$19.2K 0.01%
325
-108
578
$19K 0.01%
108
579
$18.9K 0.01%
766
580
$18.8K 0.01%
211
-51
581
$18.6K ﹤0.01%
758
+82
582
$18.5K ﹤0.01%
291
-77
583
$18.4K ﹤0.01%
228
-96
584
$18.4K ﹤0.01%
172
-53
585
$18.3K ﹤0.01%
497
+17
586
$18.2K ﹤0.01%
145
587
$18.2K ﹤0.01%
200
588
$18.2K ﹤0.01%
99
+2
589
$18.2K ﹤0.01%
198
-217
590
$18.2K ﹤0.01%
3,333
+2,761
591
$18K ﹤0.01%
45
592
$18K ﹤0.01%
2,147
+569
593
$17.9K ﹤0.01%
2,951
+54
594
$17.9K ﹤0.01%
873
+179
595
$17.8K ﹤0.01%
240
-130
596
$17.6K ﹤0.01%
306
+250
597
$17.6K ﹤0.01%
281
+15
598
$17.6K ﹤0.01%
299
+38
599
$17.4K ﹤0.01%
186
-7
600
$17.2K ﹤0.01%
3,303
22 23
24
25 26