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
1176
$1.08K ﹤0.01%
100
1177
$1.03K ﹤0.01%
16
1178
$1.02K ﹤0.01%
+22
1179
$1.01K ﹤0.01%
57
-4
1180
$997 ﹤0.01%
+9
1181
$990 ﹤0.01%
17
1182
$989 ﹤0.01%
10
+6
1183
$979 ﹤0.01%
113
+102
1184
$973 ﹤0.01%
11
+7
1185
$961 ﹤0.01%
13
1186
$959 ﹤0.01%
+17
1187
$958 ﹤0.01%
7
1188
$957 ﹤0.01%
10
+2
1189
$953 ﹤0.01%
47
-7
1190
$947 ﹤0.01%
7
-55
1191
$922 ﹤0.01%
32
1192
$911 ﹤0.01%
23
1193
$910 ﹤0.01%
5
+3
1194
$899 ﹤0.01%
+4
1195
$897 ﹤0.01%
16
+5
1196
$895 ﹤0.01%
+5
1197
$878 ﹤0.01%
213
1198
$863 ﹤0.01%
7
-196
1199
$858 ﹤0.01%
18
-4
1200
$850 ﹤0.01%
10
-2
46 47
48
49 50