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
$366M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.57M
3
+$1.28M
4
AAPL icon
Apple
AAPL
+$704K
5
MMM icon
3M
MMM
+$428K

Top Sells

1
+$2.15M
2
+$1.66M
3
+$1.48M
4
MIK
Michaels Stores, Inc
MIK
+$759K
5
FDUS icon
Fidus Investment
FDUS
+$603K

Sector Composition

1 Consumer Staples 33.9%
2 Industrials 26.67%
3 Communication Services 6.55%
4 Technology 6.54%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$66K 0.02%
1,567
+88
277
$66K 0.02%
464
-1
278
$66K 0.02%
272
-2
279
$64K 0.02%
2,000
280
$64K 0.02%
1,050
281
$64K 0.02%
1,634
+273
282
$63K 0.02%
1,079
283
$62K 0.02%
+3,000
284
$62K 0.02%
1,200
285
$61K 0.02%
731
-2
286
$61K 0.02%
2,255
-75
287
$61K 0.02%
1,111
+302
288
$60K 0.02%
728
-3
289
$58K 0.02%
2,311
+254
290
$57K 0.02%
234
291
$56K 0.02%
91
292
$56K 0.02%
7,371
+114
293
$56K 0.02%
1,600
294
$55K 0.02%
2,361
+38
295
$54K 0.01%
598
296
$54K 0.01%
2,000
297
$54K 0.01%
577
-14
298
$54K 0.01%
1,384
+910
299
$53K 0.01%
717
+692
300
$53K 0.01%
746
+608
10 11
12
13 14