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
876
$5.7K ﹤0.01%
137
+75
877
$5.65K ﹤0.01%
39
878
$5.65K ﹤0.01%
324
+130
879
$5.61K ﹤0.01%
607
-646
880
$5.61K ﹤0.01%
131
+13
881
$5.6K ﹤0.01%
215
+44
882
$5.57K ﹤0.01%
+95
883
$5.52K ﹤0.01%
300
884
$5.47K ﹤0.01%
33
-47
885
$5.38K ﹤0.01%
213
+80
886
$5.33K ﹤0.01%
200
887
$5.33K ﹤0.01%
114
+6
888
$5.27K ﹤0.01%
30
889
$5.26K ﹤0.01%
359
-5
890
$5.25K ﹤0.01%
220
+132
891
$5.24K ﹤0.01%
115
-180
892
$5.21K ﹤0.01%
+247
893
$5.21K ﹤0.01%
35
+7
894
$5.16K ﹤0.01%
53
+3
895
$5.12K ﹤0.01%
214
+5
896
$5.08K ﹤0.01%
70
+5
897
$5.03K ﹤0.01%
79
+50
898
$5K ﹤0.01%
155
-192
899
$4.98K ﹤0.01%
72
+25
900
$4.94K ﹤0.01%
249
+39
34 35
36
37 38