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
1001
$3.01K ﹤0.01%
43
+11
1002
$3K ﹤0.01%
10
-37
1003
$2.99K ﹤0.01%
7
1004
$2.98K ﹤0.01%
82
+6
1005
$2.96K ﹤0.01%
30
1006
$2.95K ﹤0.01%
66
1007
$2.95K ﹤0.01%
56
1008
$2.9K ﹤0.01%
100
1009
$2.9K ﹤0.01%
134
1010
$2.9K ﹤0.01%
78
+1
1011
$2.85K ﹤0.01%
22
+19
1012
$2.85K ﹤0.01%
96
+93
1013
$2.81K ﹤0.01%
49
+2
1014
$2.81K ﹤0.01%
43
1015
$2.77K ﹤0.01%
37
-12
1016
$2.75K ﹤0.01%
15
+10
1017
$2.73K ﹤0.01%
55
1018
$2.71K ﹤0.01%
54
1019
$2.71K ﹤0.01%
+87
1020
$2.71K ﹤0.01%
12
-60
1021
$2.69K ﹤0.01%
76
1022
$2.68K ﹤0.01%
154
+18
1023
$2.67K ﹤0.01%
56
1024
$2.66K ﹤0.01%
250
1025
$2.65K ﹤0.01%
90
39 40
41
42 43