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
301
$39K 0.01%
571
+100
302
$39K 0.01%
902
-1
303
$39K 0.01%
+2,125
304
$38K 0.01%
279
+26
305
$38K 0.01%
948
306
$38K 0.01%
183
307
$37K 0.01%
1,479
+25
308
$37K 0.01%
7,535
309
$37K 0.01%
4,272
+1,000
310
$37K 0.01%
1,130
311
$36K 0.01%
500
312
$36K 0.01%
412
313
$36K 0.01%
3,180
314
$36K 0.01%
1,032
315
$35K 0.01%
3,617
-226
316
$35K 0.01%
2,047
317
$35K 0.01%
591
318
$34K 0.01%
860
319
$34K 0.01%
771
-1
320
$34K 0.01%
392
321
$34K 0.01%
2,093
322
$33K 0.01%
1,359
-16
323
$33K 0.01%
1,000
324
$33K 0.01%
100
325
$32K 0.01%
242
11 12
13
14 15