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
851
$6.29K ﹤0.01%
34
-8
852
$6.28K ﹤0.01%
527
+140
853
$6.27K ﹤0.01%
51
854
$6.24K ﹤0.01%
+14
855
$6.24K ﹤0.01%
126
-6
856
$6.2K ﹤0.01%
142
-22
857
$6.17K ﹤0.01%
53
-40
858
$6.11K ﹤0.01%
273
859
$6.11K ﹤0.01%
184
-41
860
$6.1K ﹤0.01%
211
-2
861
$6.08K ﹤0.01%
159
-1
862
$6.03K ﹤0.01%
48
+11
863
$5.98K ﹤0.01%
70
+5
864
$5.97K ﹤0.01%
669
+357
865
$5.95K ﹤0.01%
100
866
$5.92K ﹤0.01%
319
+292
867
$5.89K ﹤0.01%
99
868
$5.87K ﹤0.01%
182
-10
869
$5.86K ﹤0.01%
191
870
$5.8K ﹤0.01%
129
-94
871
$5.8K ﹤0.01%
61
-205
872
$5.77K ﹤0.01%
119
873
$5.74K ﹤0.01%
249
+246
874
$5.72K ﹤0.01%
200
875
$5.72K ﹤0.01%
+223
33 34
35
36 37