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
901
$4.93K ﹤0.01%
59
-33
902
$4.93K ﹤0.01%
42
903
$4.89K ﹤0.01%
108
+55
904
$4.89K ﹤0.01%
321
-51
905
$4.88K ﹤0.01%
92
+36
906
$4.88K ﹤0.01%
20
907
$4.87K ﹤0.01%
90
-118
908
$4.86K ﹤0.01%
98
-24
909
$4.85K ﹤0.01%
282
910
$4.81K ﹤0.01%
27
-8
911
$4.8K ﹤0.01%
85
-12
912
$4.78K ﹤0.01%
270
+65
913
$4.71K ﹤0.01%
100
914
$4.7K ﹤0.01%
74
-2
915
$4.68K ﹤0.01%
68
916
$4.68K ﹤0.01%
141
+1
917
$4.67K ﹤0.01%
85
918
$4.66K ﹤0.01%
45
+41
919
$4.65K ﹤0.01%
36
-5
920
$4.61K ﹤0.01%
41
-11
921
$4.54K ﹤0.01%
+117
922
$4.53K ﹤0.01%
79
923
$4.51K ﹤0.01%
26
+3
924
$4.49K ﹤0.01%
262
+23
925
$4.49K ﹤0.01%
17
35 36
37
38 39