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
476
$33K 0.01%
5,791
+5,010
477
$33K 0.01%
+257
478
$33K 0.01%
181
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479
$33K 0.01%
387
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480
$33K 0.01%
1,440
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481
$32K 0.01%
239
-1,406
482
$32K 0.01%
296
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483
$32K 0.01%
202
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484
$32K 0.01%
191
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485
$32K 0.01%
794
+793
486
$31K 0.01%
334
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487
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717
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488
$31K 0.01%
+652
489
$31K 0.01%
2,106
+1,267
490
$31K 0.01%
1,043
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491
$31K 0.01%
964
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$30K 0.01%
433
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$30K 0.01%
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494
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310
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495
$30K 0.01%
72
496
$30K 0.01%
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497
$30K 0.01%
453
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498
$30K 0.01%
473
-293
499
$30K 0.01%
933
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500
$30K 0.01%
3,637
18 19
20
21 22