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
476
$11K ﹤0.01%
42
477
$11K ﹤0.01%
100
478
$11K ﹤0.01%
1,703
-333
479
$11K ﹤0.01%
750
480
$10K ﹤0.01%
105
481
$10K ﹤0.01%
851
482
$10K ﹤0.01%
109
483
$10K ﹤0.01%
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485
$10K ﹤0.01%
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486
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250
487
$10K ﹤0.01%
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488
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489
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115
+15
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$9K ﹤0.01%
63
+5
491
$9K ﹤0.01%
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492
$9K ﹤0.01%
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494
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495
$9K ﹤0.01%
60
+13
496
$9K ﹤0.01%
+200
497
$9K ﹤0.01%
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498
$9K ﹤0.01%
316
499
$9K ﹤0.01%
298
500
$9K ﹤0.01%
+360
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