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
726
$10.7K ﹤0.01%
126
+107
727
$10.7K ﹤0.01%
641
+32
728
$10.7K ﹤0.01%
269
+8
729
$10.6K ﹤0.01%
256
730
$10.6K ﹤0.01%
143
-35
731
$10.6K ﹤0.01%
1,019
+2
732
$10.5K ﹤0.01%
200
733
$10.5K ﹤0.01%
161
+129
734
$10.4K ﹤0.01%
500
735
$10.4K ﹤0.01%
398
-158
736
$10.4K ﹤0.01%
356
-970
737
$10.4K ﹤0.01%
95
+38
738
$10.3K ﹤0.01%
513
+120
739
$10.3K ﹤0.01%
301
+280
740
$10.3K ﹤0.01%
139
+7
741
$10.3K ﹤0.01%
99
+3
742
$10.2K ﹤0.01%
314
-1
743
$10.2K ﹤0.01%
500
744
$10.1K ﹤0.01%
160
-133
745
$10.1K ﹤0.01%
108
746
$10.1K ﹤0.01%
54
747
$9.98K ﹤0.01%
370
+89
748
$9.96K ﹤0.01%
212
-58
749
$9.89K ﹤0.01%
67
-11
750
$9.88K ﹤0.01%
21
28 29
30
31 32