HCP
Hexagon Capital Partners Portfolio holdings
AUM
$449M
1-Year Return
25.06%
This Quarter Return
+8.81%
1 Year Return
+25.06%
3 Year Return
+91.27%
5 Year Return
+137.91%
10 Year Return
–
AUM
$339M
AUM Growth
+$26.5M
(+8.5%)
Cap. Flow
-$5.48M
Cap. Flow
% of AUM
-1.62%
Top 10 Holdings %
Top 10 Hldgs %
73.05%
Holding
783
New
39
Increased
86
Reduced
119
Closed
19
Top Buys
| 1 |
GameStop
GME
|
+$229K |
| 2 |
AvePoint
AVPT
|
+$217K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$142K |
| 4 |
General Mills
GIS
|
+$92.8K |
| 5 |
Advanced Micro Devices
AMD
|
+$91.6K |
Top Sells
| 1 |
NextEra Energy, Inc.
NEE
|
+$3.82M |
| 2 |
Meta Platforms (Facebook)
META
|
+$819K |
| 3 |
Planet Fitness
PLNT
|
+$237K |
| 4 |
Apple
AAPL
|
+$218K |
| 5 |
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% |
