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
$358M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,545
New
Increased
Reduced
Closed

Top Buys

1
+$292K
2
+$252K
3
+$239K
4
JNJ icon
Johnson & Johnson
JNJ
+$234K
5
F icon
Ford
F
+$206K

Top Sells

1
+$1.62M
2
+$427K
3
+$380K
4
AMD icon
Advanced Micro Devices
AMD
+$372K
5
INTC icon
Intel
INTC
+$345K

Sector Composition

1 Consumer Staples 33.57%
2 Industrials 20.28%
3 Consumer Discretionary 7.45%
4 Technology 6.3%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$68K 0.02%
1,019
+7
302
$67.8K 0.02%
3,726
-503
303
$67.2K 0.02%
7,818
304
$66.4K 0.02%
1,902
-35
305
$66.2K 0.02%
2,766
306
$65.9K 0.02%
2,314
+12
307
$65.9K 0.02%
681
+125
308
$65.1K 0.02%
2,375
309
$64.9K 0.02%
864
-158
310
$64.1K 0.02%
325
-1,268
311
$63.6K 0.02%
869
-19
312
$62.9K 0.02%
2,140
+15
313
$62.4K 0.02%
1,553
314
$61.4K 0.02%
17,463
315
$61.1K 0.02%
528
-32
316
$60K 0.02%
2,211
-198
317
$59.7K 0.02%
3,295
+60
318
$59.6K 0.02%
86
-40
319
$59.4K 0.02%
1,316
-34
320
$59K 0.02%
589
321
$58.4K 0.02%
1,803
-97
322
$58.3K 0.02%
120
-100
323
$58.2K 0.02%
823
324
$57.8K 0.02%
3,623
-125
325
$57.7K 0.02%
553
-25
11 12
13
14 15