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
$499M
AUM Growth
+$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$9.17M
2 +$6.33M
3 +$1.89M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$1.85M
5
TIGR
UP Fintech Holding
TIGR
+$935K

Top Sells

1 +$548K
2 +$399K
3 +$263K
4
ET icon
Energy Transfer Partners
ET
+$182K
5
TAK icon
Takeda Pharmaceutical
TAK
+$176K

Sector Composition

1 Consumer Staples 48.94%
2 Industrials 10.99%
3 Communication Services 8.32%
4 Consumer Discretionary 7.14%
5 Technology 5.92%

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