HCP

Hexagon Capital Partners Portfolio holdings

AUM $541M
1-Year Est. Return 24.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,489
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$1.55M
3
+$1.29M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.27M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.25M

Top Sells

1
+$3.3M
2
+$1.84M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.15M
5
LMT icon
Lockheed Martin
LMT
+$759K

Sector Composition

1 Consumer Staples 31.81%
2 Industrials 19.29%
3 Consumer Discretionary 7.43%
4 Technology 6.82%
5 Communication Services 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$70K 0.02%
2,375
302
$69K 0.02%
2,004
+1,658
303
$69K 0.02%
695
+435
304
$69K 0.02%
+2,236
305
$68K 0.02%
9,332
+7,390
306
$68K 0.02%
509
307
$67K 0.02%
1,100
308
$67K 0.02%
392
-5
309
$66K 0.02%
2,719
-139
310
$66K 0.02%
1,206
+602
311
$65K 0.02%
732
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312
$65K 0.02%
+673
313
$64K 0.02%
7,882
314
$64K 0.02%
901
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315
$64K 0.02%
597
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316
$64K 0.02%
1,747
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317
$64K 0.02%
2,849
-233
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$63K 0.02%
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285
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320
$63K 0.02%
490
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321
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1,891
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322
$63K 0.02%
1,298
-143
323
$63K 0.02%
3,261
+2,758
324
$63K 0.02%
2,567
-112
325
$62K 0.02%
1,200
11 12
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