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
801
$7.85K ﹤0.01%
192
-13
802
$7.83K ﹤0.01%
130
-5
803
$7.8K ﹤0.01%
63
-19
804
$7.78K ﹤0.01%
119
805
$7.77K ﹤0.01%
119
+29
806
$7.76K ﹤0.01%
16
+4
807
$7.75K ﹤0.01%
185
808
$7.73K ﹤0.01%
49
809
$7.68K ﹤0.01%
52
+2
810
$7.66K ﹤0.01%
2,000
811
$7.61K ﹤0.01%
95
812
$7.61K ﹤0.01%
128
-16
813
$7.57K ﹤0.01%
348
+210
814
$7.5K ﹤0.01%
113
-13
815
$7.49K ﹤0.01%
146
+109
816
$7.43K ﹤0.01%
58
+13
817
$7.4K ﹤0.01%
1,000
818
$7.36K ﹤0.01%
185
-4
819
$7.34K ﹤0.01%
74
820
$7.32K ﹤0.01%
400
821
$7.32K ﹤0.01%
72
-80
822
$7.3K ﹤0.01%
82
+7
823
$7.28K ﹤0.01%
234
+164
824
$7.28K ﹤0.01%
666
825
$7.28K ﹤0.01%
516
31 32
33
34 35