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
776
$8.77K ﹤0.01%
23
+16
777
$8.77K ﹤0.01%
23
-56
778
$8.74K ﹤0.01%
316
+36
779
$8.56K ﹤0.01%
169
-7
780
$8.51K ﹤0.01%
539
-118
781
$8.49K ﹤0.01%
72
782
$8.49K ﹤0.01%
549
+127
783
$8.46K ﹤0.01%
131
784
$8.46K ﹤0.01%
1,260
785
$8.43K ﹤0.01%
25
786
$8.35K ﹤0.01%
76
787
$8.34K ﹤0.01%
259
-97
788
$8.3K ﹤0.01%
126
-24
789
$8.21K ﹤0.01%
3,100
790
$8.1K ﹤0.01%
477
+104
791
$8.07K ﹤0.01%
253
-46
792
$8.06K ﹤0.01%
187
+12
793
$8.05K ﹤0.01%
694
794
$8.04K ﹤0.01%
478
-16
795
$8.01K ﹤0.01%
20
796
$7.99K ﹤0.01%
492
+235
797
$7.95K ﹤0.01%
132
+62
798
$7.95K ﹤0.01%
584
799
$7.88K ﹤0.01%
424
-19
800
$7.85K ﹤0.01%
97
+79
30 31
32
33 34