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
1151
$1.23K ﹤0.01%
3
+2
1152
$1.23K ﹤0.01%
32
1153
$1.23K ﹤0.01%
35
-4
1154
$1.22K ﹤0.01%
36
+9
1155
$1.22K ﹤0.01%
22
1156
$1.21K ﹤0.01%
23
-15
1157
$1.21K ﹤0.01%
19
+13
1158
$1.21K ﹤0.01%
7
1159
$1.2K ﹤0.01%
38
1160
$1.19K ﹤0.01%
10
-68
1161
$1.18K ﹤0.01%
18
+12
1162
$1.18K ﹤0.01%
21
1163
$1.18K ﹤0.01%
34
-58
1164
$1.17K ﹤0.01%
87
+39
1165
$1.17K ﹤0.01%
+55
1166
$1.17K ﹤0.01%
+9
1167
$1.16K ﹤0.01%
194
-5
1168
$1.16K ﹤0.01%
50
1169
$1.13K ﹤0.01%
5
1170
$1.12K ﹤0.01%
11
+7
1171
$1.12K ﹤0.01%
6
1172
$1.12K ﹤0.01%
20
+6
1173
$1.11K ﹤0.01%
23
1174
$1.09K ﹤0.01%
100
1175
$1.08K ﹤0.01%
25
45 46
47
48 49