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
276
$47K 0.01%
1,200
-5,300
277
$46K 0.01%
2,323
-7,761
278
$45K 0.01%
1,551
279
$45K 0.01%
1,667
280
$45K 0.01%
432
281
$44K 0.01%
91
282
$44K 0.01%
7,257
-9,862
283
$44K 0.01%
638
+233
284
$43K 0.01%
2,000
285
$43K 0.01%
177
286
$43K 0.01%
806
287
$43K 0.01%
684
288
$43K 0.01%
2,503
289
$43K 0.01%
142
+24
290
$43K 0.01%
+700
291
$42K 0.01%
326
-1
292
$42K 0.01%
136
293
$41K 0.01%
72
294
$41K 0.01%
1,371
295
$41K 0.01%
200
296
$40K 0.01%
985
297
$40K 0.01%
600
298
$40K 0.01%
925
299
$39K 0.01%
2,506
300
$39K 0.01%
+400
10 11
12
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