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
426
$41K 0.01%
2,194
+2,158
427
$41K 0.01%
140
428
$41K 0.01%
+719
429
$40K 0.01%
243
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430
$40K 0.01%
538
-607
431
$40K 0.01%
895
+351
432
$40K 0.01%
2,400
433
$40K 0.01%
1,566
+333
434
$40K 0.01%
427
+209
435
$40K 0.01%
4,000
436
$39K 0.01%
+980
437
$39K 0.01%
609
438
$39K 0.01%
1,267
+8
439
$39K 0.01%
449
440
$38K 0.01%
707
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441
$38K 0.01%
1,273
-98
442
$38K 0.01%
1,536
-5,526
443
$38K 0.01%
107
444
$38K 0.01%
433
445
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1,118
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446
$38K 0.01%
323
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447
$38K 0.01%
1,482
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448
$38K 0.01%
600
449
$37K 0.01%
734
-197
450
$37K 0.01%
434
+247
16 17
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