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
376
$21K 0.01%
500
377
$21K 0.01%
468
378
$20K 0.01%
1,160
379
$20K 0.01%
678
380
$20K 0.01%
510
381
$20K 0.01%
629
382
$20K 0.01%
1,247
383
$20K 0.01%
502
384
$19K 0.01%
172
385
$19K 0.01%
231
386
$19K 0.01%
570
-31
387
$19K 0.01%
200
388
$19K 0.01%
411
389
$19K 0.01%
528
390
$19K 0.01%
162
391
$19K 0.01%
135
392
$19K 0.01%
1,129
-100
393
$19K 0.01%
300
394
$18K 0.01%
476
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395
$18K 0.01%
362
396
$18K 0.01%
524
397
$18K 0.01%
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398
$18K 0.01%
69
399
$18K 0.01%
75
400
$18K 0.01%
1,539
+982
14 15
16
17 18