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
576
$21K 0.01%
434
+173
577
$21K 0.01%
981
+719
578
$21K 0.01%
658
-46
579
$21K 0.01%
1,848
+82
580
$21K 0.01%
517
+300
581
$21K 0.01%
125
+85
582
$21K 0.01%
566
583
$20K 0.01%
321
-199
584
$20K 0.01%
170
-7
585
$20K 0.01%
494
+197
586
$20K 0.01%
448
+331
587
$20K 0.01%
523
-436
588
$20K 0.01%
125
589
$20K 0.01%
940
-513
590
$20K 0.01%
228
-28
591
$20K 0.01%
915
592
$20K 0.01%
135
593
$20K 0.01%
185
-3
594
$19K 0.01%
112
595
$19K 0.01%
244
-119
596
$19K 0.01%
1,061
597
$19K 0.01%
1,160
598
$19K 0.01%
272
+49
599
$19K 0.01%
934
+687
600
$19K 0.01%
231
22 23
24
25 26