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
1101
$1.77K ﹤0.01%
14
+11
1102
$1.77K ﹤0.01%
+62
1103
$1.75K ﹤0.01%
232
+34
1104
$1.74K ﹤0.01%
35
1105
$1.73K ﹤0.01%
+29
1106
$1.69K ﹤0.01%
160
+14
1107
$1.68K ﹤0.01%
40
1108
$1.66K ﹤0.01%
134
-113
1109
$1.65K ﹤0.01%
30
+6
1110
$1.64K ﹤0.01%
129
+109
1111
$1.59K ﹤0.01%
47
1112
$1.59K ﹤0.01%
12
+9
1113
$1.58K ﹤0.01%
37
1114
$1.58K ﹤0.01%
+36
1115
$1.58K ﹤0.01%
10
-1
1116
$1.57K ﹤0.01%
69
1117
$1.56K ﹤0.01%
+100
1118
$1.56K ﹤0.01%
222
+18
1119
$1.56K ﹤0.01%
39
+14
1120
$1.54K ﹤0.01%
6
+3
1121
$1.53K ﹤0.01%
67
1122
$1.5K ﹤0.01%
42
1123
$1.5K ﹤0.01%
29
1124
$1.49K ﹤0.01%
+27
1125
$1.49K ﹤0.01%
24
43 44
45
46 47