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
1051
$2.31K ﹤0.01%
70
1052
$2.28K ﹤0.01%
31
+22
1053
$2.27K ﹤0.01%
+128
1054
$2.26K ﹤0.01%
10
1055
$2.24K ﹤0.01%
46
-8
1056
$2.23K ﹤0.01%
29
-48
1057
$2.23K ﹤0.01%
13
-1
1058
$2.21K ﹤0.01%
74
1059
$2.21K ﹤0.01%
76
+29
1060
$2.2K ﹤0.01%
152
+64
1061
$2.18K ﹤0.01%
18
+3
1062
$2.18K ﹤0.01%
40
1063
$2.17K ﹤0.01%
189
1064
$2.15K ﹤0.01%
160
1065
$2.15K ﹤0.01%
11
1066
$2.15K ﹤0.01%
20
-8
1067
$2.15K ﹤0.01%
36
+6
1068
$2.15K ﹤0.01%
+114
1069
$2.13K ﹤0.01%
30
-52
1070
$2.12K ﹤0.01%
20
+8
1071
$2.12K ﹤0.01%
199
+59
1072
$2.1K ﹤0.01%
1,250
1073
$2.08K ﹤0.01%
5
1074
$2.08K ﹤0.01%
35
1075
$2.06K ﹤0.01%
141
+7
41 42
43
44 45