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
$336M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,489
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$1.55M
3
+$1.29M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.27M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.25M

Top Sells

1
+$3.3M
2
+$1.84M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.15M
5
LMT icon
Lockheed Martin
LMT
+$759K

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
526
$25K 0.01%
1,633
527
$25K 0.01%
369
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528
$25K 0.01%
1
529
$25K 0.01%
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531
$25K 0.01%
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100
533
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230
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534
$25K 0.01%
83
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535
$25K 0.01%
1,875
-91,707
536
$25K 0.01%
413
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537
$24K 0.01%
885
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538
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539
$24K 0.01%
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540
$24K 0.01%
459
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541
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542
$24K 0.01%
175
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543
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544
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546
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120
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547
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548
$24K 0.01%
2,955
549
$24K 0.01%
127
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550
$24K 0.01%
261
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20 21
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