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
$336M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,489
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$1.39M
3
+$1.24M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.24M
5
AMD icon
Advanced Micro Devices
AMD
+$961K

Top Sells

1
+$3.07M
2
+$1.62M
3
+$1.22M
4
MSFT icon
Microsoft
MSFT
+$1.01M
5
LMT icon
Lockheed Martin
LMT
+$703K

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
351
$57K 0.02%
11,818
352
$56K 0.02%
1,458
+1,206
353
$56K 0.02%
266
-801
354
$55K 0.02%
657
355
$55K 0.02%
3,539
+2,679
356
$55K 0.02%
2,743
+1,137
357
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3,015
358
$54K 0.02%
9,852
+2,214
359
$54K 0.02%
875
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360
$54K 0.02%
954
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361
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661
362
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-36
363
$54K 0.02%
753
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1,930
365
$53K 0.02%
700
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366
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769
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-16
368
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369
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370
$52K 0.02%
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371
$52K 0.02%
542
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372
$52K 0.02%
4,750
373
$52K 0.02%
3,233
374
$52K 0.02%
1,395
-8,670
375
$51K 0.02%
+412
13 14
15
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