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
$339M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$229K
2
+$217K
3
+$142K
4
GIS icon
General Mills
GIS
+$92.8K
5
AMD icon
Advanced Micro Devices
AMD
+$91.6K

Top Sells

1
+$3.82M
2
+$819K
3
+$237K
4
AAPL icon
Apple
AAPL
+$218K
5
FDX icon
FedEx
FDX
+$208K

Sector Composition

1 Consumer Staples 37.59%
2 Industrials 23.38%
3 Communication Services 6.64%
4 Technology 6.04%
5 Financials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$75K 0.02%
425
227
$75K 0.02%
376
+300
228
$75K 0.02%
1,293
229
$73K 0.02%
1,100
230
$73K 0.02%
4,501
231
$72K 0.02%
340
+31
232
$72K 0.02%
1,720
+132
233
$71K 0.02%
976
-22
234
$71K 0.02%
411
235
$71K 0.02%
1,660
236
$71K 0.02%
1,471
-950
237
$71K 0.02%
433
238
$69K 0.02%
2,300
239
$67K 0.02%
274
240
$66K 0.02%
248
241
$66K 0.02%
731
242
$66K 0.02%
1,145
243
$64K 0.02%
3,000
244
$64K 0.02%
760
245
$63K 0.02%
2,000
246
$62K 0.02%
1,965
-1
247
$61K 0.02%
1,333
-30
248
$61K 0.02%
1,079
249
$61K 0.02%
2,000
250
$60K 0.02%
2,545
8 9
10
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