HCP
Hexagon Capital Partners Portfolio holdings
AUM
$449M
1-Year Return
25.06%
This Quarter Return
+7.94%
1 Year Return
+25.06%
3 Year Return
+91.27%
5 Year Return
+137.91%
10 Year Return
–
AUM
$366M
AUM Growth
+$27.4M
(+8.1%)
Cap. Flow
+$4.08M
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
71.15%
Holding
826
New
60
Increased
141
Reduced
225
Closed
22
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.71M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$1.57M |
| 3 |
Advanced Micro Devices
AMD
|
+$1.28M |
| 4 |
Apple
AAPL
|
+$704K |
| 5 |
3M
MMM
|
+$428K |
Top Sells
| 1 |
GameStop
GME
|
+$2.15M |
| 2 |
JB Hunt Transport Services
JBHT
|
+$1.66M |
| 3 |
Tesla
TSLA
|
+$1.48M |
| 4 |
MIK
Michaels Stores, Inc
MIK
|
+$759K |
| 5 |
Fidus Investment
FDUS
|
+$603K |
Sector Composition
| 1 | Consumer Staples | 33.9% |
| 2 | Industrials | 26.67% |
| 3 | Communication Services | 6.55% |
| 4 | Technology | 6.54% |
| 5 | Financials | 3.3% |
