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
401
$18K 0.01%
1,260
+25
402
$17K 0.01%
+1,000
403
$17K 0.01%
571
404
$17K 0.01%
416
405
$17K 0.01%
766
406
$17K 0.01%
504
407
$17K 0.01%
353
408
$17K 0.01%
414
+3
409
$17K 0.01%
601
410
$17K 0.01%
118
+50
411
$17K 0.01%
177
-33
412
$17K 0.01%
426
413
$17K 0.01%
474
414
$16K ﹤0.01%
337
415
$16K ﹤0.01%
171
416
$16K ﹤0.01%
870
417
$16K ﹤0.01%
252
418
$16K ﹤0.01%
60
419
$16K ﹤0.01%
164
420
$16K ﹤0.01%
541
421
$16K ﹤0.01%
354
422
$16K ﹤0.01%
1,000
423
$16K ﹤0.01%
351
-85
424
$15K ﹤0.01%
994
+664
425
$15K ﹤0.01%
952