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
$339M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$174K
2
+$168K
3
+$133K
4
GIS icon
General Mills
GIS
+$96.2K
5
AMD icon
Advanced Micro Devices
AMD
+$86.3K

Top Sells

1
+$3.7M
2
+$822K
3
+$280K
4
FDX icon
FedEx
FDX
+$222K
5
AAPL icon
Apple
AAPL
+$197K

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
426
$15K ﹤0.01%
196
427
$15K ﹤0.01%
369
+329
428
$15K ﹤0.01%
449
429
$15K ﹤0.01%
200
430
$15K ﹤0.01%
283
431
$15K ﹤0.01%
290
432
$15K ﹤0.01%
784
433
$15K ﹤0.01%
500
434
$15K ﹤0.01%
369
-1
435
$14K ﹤0.01%
+104
436
$14K ﹤0.01%
+200
437
$14K ﹤0.01%
200
438
$14K ﹤0.01%
+110
439
$14K ﹤0.01%
300
440
$14K ﹤0.01%
+727
441
$14K ﹤0.01%
1,000
442
$14K ﹤0.01%
+500
443
$14K ﹤0.01%
133
444
$14K ﹤0.01%
400
445
$14K ﹤0.01%
56
446
$14K ﹤0.01%
556
447
$13K ﹤0.01%
112
448
$13K ﹤0.01%
224
449
$13K ﹤0.01%
289
+60
450
$13K ﹤0.01%
200
16 17
18
19 20