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
651
$14.5K ﹤0.01%
317
-82
652
$14.5K ﹤0.01%
110
653
$14.4K ﹤0.01%
1,610
+20
654
$14.4K ﹤0.01%
133
655
$14.4K ﹤0.01%
866
-88
656
$14.4K ﹤0.01%
1,624
+831
657
$14.4K ﹤0.01%
253
+65
658
$14.3K ﹤0.01%
1,864
+664
659
$14.3K ﹤0.01%
399
+56
660
$14.3K ﹤0.01%
619
+113
661
$14.2K ﹤0.01%
373
-16
662
$14.2K ﹤0.01%
360
+6
663
$14.1K ﹤0.01%
48
+9
664
$13.9K ﹤0.01%
126
+27
665
$13.8K ﹤0.01%
207
+28
666
$13.8K ﹤0.01%
21
+2
667
$13.8K ﹤0.01%
126
-12
668
$13.7K ﹤0.01%
504
-169
669
$13.7K ﹤0.01%
94
+85
670
$13.6K ﹤0.01%
519
+349
671
$13.6K ﹤0.01%
400
672
$13.6K ﹤0.01%
200
673
$13.5K ﹤0.01%
60
-26
674
$13.4K ﹤0.01%
52
+14
675
$13.4K ﹤0.01%
120
+3
25 26
27
28 29