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
451
$37K 0.01%
1,851
+956
452
$36K 0.01%
777
+283
453
$36K 0.01%
574
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454
$36K 0.01%
5,200
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455
$36K 0.01%
532
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456
$36K 0.01%
+685
457
$36K 0.01%
2,886
+1,662
458
$36K 0.01%
486
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459
$36K 0.01%
3,000
+2,075
460
$35K 0.01%
431
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461
$35K 0.01%
485
462
$35K 0.01%
403
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463
$35K 0.01%
14,000
464
$35K 0.01%
572
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465
$35K 0.01%
4,076
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466
$34K 0.01%
7,535
467
$34K 0.01%
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$34K 0.01%
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$34K 0.01%
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470
$34K 0.01%
324
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$34K 0.01%
2,538
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$34K 0.01%
827
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473
$34K 0.01%
+460
474
$33K 0.01%
164
-1,322
475
$33K 0.01%
72
+67
17 18
19
20 21