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
1276
$468 ﹤0.01%
+24
1277
$466 ﹤0.01%
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1278
$454 ﹤0.01%
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1279
$452 ﹤0.01%
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1280
$443 ﹤0.01%
37
-49
1281
$441 ﹤0.01%
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$441 ﹤0.01%
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$434 ﹤0.01%
+5
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$434 ﹤0.01%
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$431 ﹤0.01%
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1286
$422 ﹤0.01%
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$422 ﹤0.01%
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$419 ﹤0.01%
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$416 ﹤0.01%
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+1
1291
$416 ﹤0.01%
3
-5
1292
$415 ﹤0.01%
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$405 ﹤0.01%
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$404 ﹤0.01%
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1295
$403 ﹤0.01%
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-11
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$395 ﹤0.01%
2
1297
$392 ﹤0.01%
+9
1298
$392 ﹤0.01%
9
1299
$391 ﹤0.01%
4
1300
$381 ﹤0.01%
+5
50 51
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53 54