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
951
$3.85K ﹤0.01%
285
+3
952
$3.84K ﹤0.01%
190
953
$3.82K ﹤0.01%
+205
954
$3.77K ﹤0.01%
73
+28
955
$3.77K ﹤0.01%
+200
956
$3.75K ﹤0.01%
15
+2
957
$3.75K ﹤0.01%
17
958
$3.73K ﹤0.01%
228
-1
959
$3.73K ﹤0.01%
232
960
$3.71K ﹤0.01%
55
+16
961
$3.69K ﹤0.01%
+61
962
$3.69K ﹤0.01%
102
+27
963
$3.68K ﹤0.01%
31
-80
964
$3.65K ﹤0.01%
688
965
$3.64K ﹤0.01%
182
+28
966
$3.62K ﹤0.01%
+192
967
$3.61K ﹤0.01%
64
-284
968
$3.6K ﹤0.01%
88
-4
969
$3.6K ﹤0.01%
45
+3
970
$3.59K ﹤0.01%
173
+125
971
$3.56K ﹤0.01%
211
+11
972
$3.54K ﹤0.01%
38
-19
973
$3.54K ﹤0.01%
1,700
974
$3.5K ﹤0.01%
122
-49
975
$3.48K ﹤0.01%
36
37 38
39
40 41