HCP

Hexagon Capital Partners Portfolio holdings

AUM $541M
1-Year Est. Return 24.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.44%
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
+$8.04M
2
+$1.55M
3
+$1.29M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.27M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.25M

Top Sells

1
+$3.3M
2
+$1.84M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.15M
5
LMT icon
Lockheed Martin
LMT
+$759K

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%
736
-1,506
402
$48K 0.01%
765
-27
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%
2,199
+32
409
$44K 0.01%
288
+93
410
$44K 0.01%
356
+78
411
$44K 0.01%
2,610
+623
412
$44K 0.01%
+214
413
$44K 0.01%
4,116
414
$44K 0.01%
691
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415
$43K 0.01%
26
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416
$43K 0.01%
353
-42
417
$42K 0.01%
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418
$42K 0.01%
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421
$42K 0.01%
1,627
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422
$41K 0.01%
448
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423
$41K 0.01%
611
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424
$41K 0.01%
1,202
+1,028
425
$41K 0.01%
600
15 16
17
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