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

Top Buys

1
+$229K
2
+$217K
3
+$142K
4
GIS icon
General Mills
GIS
+$92.8K
5
AMD icon
Advanced Micro Devices
AMD
+$91.6K

Top Sells

1
+$3.82M
2
+$819K
3
+$237K
4
AAPL icon
Apple
AAPL
+$218K
5
FDX icon
FedEx
FDX
+$208K

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
476
$11K ﹤0.01%
750
477
$11K ﹤0.01%
42
478
$11K ﹤0.01%
100
479
$11K ﹤0.01%
1,703
-333
480
$10K ﹤0.01%
265
481
$10K ﹤0.01%
250
482
$10K ﹤0.01%
117
483
$10K ﹤0.01%
150
484
$10K ﹤0.01%
105
485
$10K ﹤0.01%
115
+15
486
$10K ﹤0.01%
851
487
$10K ﹤0.01%
109
488
$10K ﹤0.01%
52
489
$10K ﹤0.01%
205
490
$9K ﹤0.01%
217
491
$9K ﹤0.01%
60
+13
492
$9K ﹤0.01%
40
493
$9K ﹤0.01%
+200
494
$9K ﹤0.01%
58
495
$9K ﹤0.01%
316
496
$9K ﹤0.01%
63
+5
497
$9K ﹤0.01%
300
498
$9K ﹤0.01%
119
499
$9K ﹤0.01%
281
500
$9K ﹤0.01%
298
18 19
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