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
601
$27.3K 0.01%
3,839
+1,443
602
$27.1K 0.01%
174
-37
603
$27K 0.01%
84
+28
604
$27K 0.01%
530
-32
605
$26.9K 0.01%
254
606
$26.9K 0.01%
1,174
-73
607
$26.7K 0.01%
551
+165
608
$26.6K 0.01%
134
-15
609
$26.6K 0.01%
521
610
$26.6K 0.01%
1,347
+34
611
$26.6K 0.01%
846
-55
612
$26.5K 0.01%
237
613
$26.4K 0.01%
503
-181
614
$26.4K 0.01%
194
-46
615
$26.3K 0.01%
459
-17
616
$26.3K 0.01%
422
617
$26.3K 0.01%
203
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$26.2K 0.01%
219
619
$26.1K 0.01%
244
-27
620
$26K 0.01%
4,000
621
$25.8K 0.01%
745
622
$25.8K 0.01%
805
-65
623
$25.7K 0.01%
197
+162
624
$25.4K 0.01%
1,060
-320
625
$25.3K 0.01%
330
23 24
25
26 27