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
251
$58K 0.02%
733
252
$58K 0.02%
234
253
$58K 0.02%
465
254
$56K 0.02%
1,616
-82
255
$56K 0.02%
1,050
256
$55K 0.02%
1,479
257
$55K 0.02%
1,554
258
$54K 0.02%
598
259
$54K 0.02%
563
260
$54K 0.02%
794
261
$53K 0.02%
2,170
262
$53K 0.02%
723
+516
263
$53K 0.02%
2,330
264
$52K 0.02%
872
-6
265
$51K 0.02%
1,600
266
$51K 0.02%
1,361
267
$51K 0.02%
219
268
$50K 0.01%
449
269
$50K 0.01%
2,057
270
$49K 0.01%
1,000
271
$49K 0.01%
730
272
$48K 0.01%
1,746
273
$47K 0.01%
931
274
$47K 0.01%
223
275
$47K 0.01%
271
+41
9 10
11
12 13