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
26
$1.23M 0.36%
8,626
-20
27
$1.22M 0.36%
6,727
+5
28
$1.21M 0.36%
9,944
29
$1.17M 0.34%
4,361
-19
30
$1.16M 0.34%
36,202
-226
31
$1.01M 0.3%
45,254
-897
32
$1M 0.3%
4,283
-97
33
$920K 0.27%
4,729
+729
34
$894K 0.26%
7,036
-276
35
$881K 0.26%
67,290
+879
36
$871K 0.26%
3,984
+48
37
$843K 0.25%
18,858
+301
38
$817K 0.24%
18,703
39
$780K 0.23%
5,649
-68
40
$769K 0.23%
24,569
41
$768K 0.23%
4,561
+42
42
$750K 0.22%
6,473
43
$746K 0.22%
16,507
44
$723K 0.21%
2,063
+18
45
$715K 0.21%
54,840
46
$690K 0.2%
18,754
+2
47
$667K 0.2%
7,797
-6
48
$660K 0.19%
18,366
+950
49
$649K 0.19%
11,088
-340
50
$646K 0.19%
2,475
+28
1
2
3 4 5