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
$512M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,660
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$953K
3
+$354K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$333K
5
UPS icon
United Parcel Service
UPS
+$308K

Top Sells

1
+$387K
2
+$383K
3
+$269K
4
HD icon
Home Depot
HD
+$254K
5
IBM icon
IBM
IBM
+$183K

Sector Composition

1 Consumer Staples 39.45%
2 Industrials 14.93%
3 Technology 7.52%
4 Communication Services 7.38%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$34.5K 0.01%
193
-12
527
$34.4K 0.01%
193
+68
528
$34.3K 0.01%
2,166
529
$34.2K 0.01%
124
-4
530
$34.2K 0.01%
548
-46
531
$34.1K 0.01%
130
+3
532
$34K 0.01%
1,118
+181
533
$34K 0.01%
1,485
-67
534
$33.9K 0.01%
364
+25
535
$33.8K 0.01%
900
+600
536
$33.8K 0.01%
247
+7
537
$33.7K 0.01%
764
+31
538
$33.4K 0.01%
123
-4
539
$33.3K 0.01%
909
+904
540
$33.2K 0.01%
200
541
$33.2K 0.01%
1,212
+69
542
$33K 0.01%
219
543
$32.9K 0.01%
531
+170
544
$32.9K 0.01%
925
-46
545
$32.8K 0.01%
248
-5
546
$32.8K 0.01%
155
547
$32.8K 0.01%
790
+11
548
$32.8K 0.01%
408
-24
549
$32.4K 0.01%
2,145
+1,355
550
$32.3K 0.01%
3,452
+1,980
20 21
22
23 24