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
526
$25K 0.01%
1,875
-91,707
527
$25K 0.01%
413
+287
528
$25K 0.01%
615
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529
$25K 0.01%
456
-8
530
$25K 0.01%
270
531
$25K 0.01%
218
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532
$25K 0.01%
1,633
533
$25K 0.01%
+324
534
$25K 0.01%
2,200
535
$25K 0.01%
329
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536
$25K 0.01%
100
537
$24K 0.01%
+116
538
$24K 0.01%
127
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539
$24K 0.01%
261
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540
$24K 0.01%
885
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541
$24K 0.01%
3,385
542
$24K 0.01%
459
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$24K 0.01%
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175
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545
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546
$24K 0.01%
265
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547
$24K 0.01%
2,500
+400
548
$24K 0.01%
120
+95
549
$24K 0.01%
2,167
+1,702
550
$24K 0.01%
2,955
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