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
701
$11.9K ﹤0.01%
223
-25
702
$11.9K ﹤0.01%
456
-534
703
$11.9K ﹤0.01%
176
-148
704
$11.9K ﹤0.01%
1,053
705
$11.9K ﹤0.01%
570
-343
706
$11.7K ﹤0.01%
462
+244
707
$11.7K ﹤0.01%
357
+180
708
$11.7K ﹤0.01%
1,030
+211
709
$11.7K ﹤0.01%
426
-61
710
$11.6K ﹤0.01%
81
+20
711
$11.5K ﹤0.01%
109
+23
712
$11.5K ﹤0.01%
251
+92
713
$11.4K ﹤0.01%
1,016
-6
714
$11.4K ﹤0.01%
139
-6
715
$11.3K ﹤0.01%
162
-12
716
$11.2K ﹤0.01%
72
-1
717
$11.1K ﹤0.01%
100
+82
718
$11K ﹤0.01%
262
+57
719
$11K ﹤0.01%
50
720
$11K ﹤0.01%
500
721
$11K ﹤0.01%
440
+40
722
$10.9K ﹤0.01%
387
723
$10.9K ﹤0.01%
380
+122
724
$10.7K ﹤0.01%
905
-63
725
$10.7K ﹤0.01%
141
-23
27 28
29
30 31