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
376
$51K 0.02%
823
377
$51K 0.02%
1,949
+30
378
$51K 0.02%
594
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379
$51K 0.02%
5,526
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$51K 0.02%
705
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381
$50K 0.01%
+1,853
382
$50K 0.01%
712
-1,410
383
$50K 0.01%
3,332
-175
384
$50K 0.01%
1,222
385
$50K 0.01%
598
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386
$50K 0.01%
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387
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388
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390
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391
$49K 0.01%
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$49K 0.01%
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396
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397
$48K 0.01%
736
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398
$48K 0.01%
765
-27
399
$48K 0.01%
706
400
$48K 0.01%
719
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16
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