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
401
$48K 0.01%
469
+70
402
$48K 0.01%
1,457
+1,410
403
$47K 0.01%
372
-29
404
$47K 0.01%
646
+26
405
$47K 0.01%
1,922
+1,886
406
$46K 0.01%
1,630
407
$46K 0.01%
330
408
$44K 0.01%
356
+78
409
$44K 0.01%
2,610
+623
410
$44K 0.01%
+214
411
$44K 0.01%
4,116
412
$44K 0.01%
691
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413
$44K 0.01%
2,199
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414
$44K 0.01%
288
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415
$43K 0.01%
26
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416
$43K 0.01%
353
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417
$42K 0.01%
1,627
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418
$42K 0.01%
1,504
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419
$42K 0.01%
513
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420
$42K 0.01%
914
421
$42K 0.01%
639
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422
$41K 0.01%
2,194
+2,158
423
$41K 0.01%
140
424
$41K 0.01%
+719
425
$41K 0.01%
448
-150
15 16
17
18 19