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
676
$13.4K ﹤0.01%
303
+3
677
$13.3K ﹤0.01%
381
-20
678
$13.2K ﹤0.01%
418
-4
679
$12.9K ﹤0.01%
869
+242
680
$12.8K ﹤0.01%
720
+65
681
$12.7K ﹤0.01%
249
+9
682
$12.7K ﹤0.01%
2
683
$12.7K ﹤0.01%
100
684
$12.6K ﹤0.01%
174
+55
685
$12.6K ﹤0.01%
110
-2
686
$12.5K ﹤0.01%
907
+207
687
$12.5K ﹤0.01%
279
+13
688
$12.4K ﹤0.01%
+483
689
$12.4K ﹤0.01%
262
+67
690
$12.4K ﹤0.01%
104
691
$12.4K ﹤0.01%
96
+25
692
$12.3K ﹤0.01%
175
-16
693
$12.2K ﹤0.01%
359
+13
694
$12.1K ﹤0.01%
366
+23
695
$12K ﹤0.01%
+245
696
$12K ﹤0.01%
3,333
697
$11.9K ﹤0.01%
548
+48
698
$11.9K ﹤0.01%
283
+69
699
$11.9K ﹤0.01%
109
-15
700
$11.9K ﹤0.01%
90
-80
26 27
28
29 30