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
$358M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,545
New
Increased
Reduced
Closed

Top Buys

1
+$292K
2
+$252K
3
+$239K
4
JNJ icon
Johnson & Johnson
JNJ
+$234K
5
F icon
Ford
F
+$206K

Top Sells

1
+$1.62M
2
+$427K
3
+$380K
4
AMD icon
Advanced Micro Devices
AMD
+$372K
5
INTC icon
Intel
INTC
+$345K

Sector Composition

1 Consumer Staples 33.57%
2 Industrials 20.28%
3 Consumer Discretionary 7.45%
4 Technology 6.3%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$113K 0.03%
1,624
+142
227
$112K 0.03%
1,761
-164
228
$111K 0.03%
987
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229
$111K 0.03%
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230
$111K 0.03%
664
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231
$110K 0.03%
1,407
+101
232
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233
$109K 0.03%
2,129
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234
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2,255
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235
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346
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236
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5,999
237
$109K 0.03%
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238
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239
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241
$99.6K 0.03%
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242
$99.2K 0.03%
1,601
243
$98.7K 0.03%
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244
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1,046
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245
$97.2K 0.03%
993
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246
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1,238
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247
$96.8K 0.03%
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248
$96.3K 0.03%
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249
$96.3K 0.03%
5,000
250
$95.9K 0.03%
1,375
-82
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10
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