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
751
$9.88K ﹤0.01%
195
752
$9.85K ﹤0.01%
120
-2
753
$9.84K ﹤0.01%
4,000
+2,400
754
$9.84K ﹤0.01%
293
+82
755
$9.84K ﹤0.01%
255
+116
756
$9.82K ﹤0.01%
44
+9
757
$9.71K ﹤0.01%
105
+17
758
$9.59K ﹤0.01%
212
759
$9.56K ﹤0.01%
162
-34
760
$9.49K ﹤0.01%
199
+28
761
$9.44K ﹤0.01%
+91
762
$9.43K ﹤0.01%
216
-12
763
$9.34K ﹤0.01%
13
764
$9.29K ﹤0.01%
177
765
$9.29K ﹤0.01%
142
766
$9.27K ﹤0.01%
1,543
+398
767
$9.25K ﹤0.01%
205
+7
768
$9.18K ﹤0.01%
64
+3
769
$9.11K ﹤0.01%
37
-20
770
$9.06K ﹤0.01%
224
+194
771
$9.04K ﹤0.01%
376
772
$8.95K ﹤0.01%
174
+131
773
$8.93K ﹤0.01%
61
-62
774
$8.85K ﹤0.01%
763
-81
775
$8.82K ﹤0.01%
363
+12
29 30
31
32 33