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
1126
$1.44K ﹤0.01%
14
-2
1127
$1.43K ﹤0.01%
24
1128
$1.42K ﹤0.01%
40
+36
1129
$1.42K ﹤0.01%
25
1130
$1.4K ﹤0.01%
+9
1131
$1.4K ﹤0.01%
58
1132
$1.39K ﹤0.01%
52
+30
1133
$1.39K ﹤0.01%
16
1134
$1.38K ﹤0.01%
100
1135
$1.38K ﹤0.01%
19
-15
1136
$1.38K ﹤0.01%
+66
1137
$1.37K ﹤0.01%
50
-26
1138
$1.36K ﹤0.01%
33
+15
1139
$1.36K ﹤0.01%
120
+92
1140
$1.35K ﹤0.01%
9
1141
$1.34K ﹤0.01%
250
1142
$1.34K ﹤0.01%
3
+1
1143
$1.31K ﹤0.01%
22
1144
$1.31K ﹤0.01%
35
-7
1145
$1.27K ﹤0.01%
11
1146
$1.27K ﹤0.01%
12
-1
1147
$1.27K ﹤0.01%
32
1148
$1.26K ﹤0.01%
396
-47
1149
$1.25K ﹤0.01%
21
-17
1150
$1.24K ﹤0.01%
31
44 45
46
47 48