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
826
$7.25K ﹤0.01%
138
827
$7.18K ﹤0.01%
405
828
$7.14K ﹤0.01%
+76
829
$7.13K ﹤0.01%
437
+213
830
$7.12K ﹤0.01%
66
-7
831
$7.12K ﹤0.01%
633
832
$7.1K ﹤0.01%
203
833
$7.07K ﹤0.01%
313
-1
834
$6.99K ﹤0.01%
258
-202
835
$6.87K ﹤0.01%
169
-2
836
$6.87K ﹤0.01%
52
837
$6.85K ﹤0.01%
189
+19
838
$6.83K ﹤0.01%
119
839
$6.8K ﹤0.01%
101
+43
840
$6.79K ﹤0.01%
173
+3
841
$6.69K ﹤0.01%
700
842
$6.62K ﹤0.01%
67
+43
843
$6.6K ﹤0.01%
200
844
$6.58K ﹤0.01%
99
845
$6.4K ﹤0.01%
88
846
$6.39K ﹤0.01%
47
-1
847
$6.37K ﹤0.01%
82
+45
848
$6.34K ﹤0.01%
81
849
$6.32K ﹤0.01%
109
+5
850
$6.31K ﹤0.01%
509
-186
32 33
34
35 36