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
626
$17K 0.01%
+1,400
627
$17K 0.01%
825
+658
628
$17K 0.01%
152
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629
$17K 0.01%
613
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630
$17K 0.01%
200
631
$17K 0.01%
80
-50
632
$17K 0.01%
324
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633
$17K 0.01%
520
+287
634
$17K 0.01%
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635
$17K 0.01%
343
636
$17K 0.01%
2,800
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637
$16K ﹤0.01%
408
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638
$16K ﹤0.01%
311
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639
$16K ﹤0.01%
172
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640
$16K ﹤0.01%
158
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641
$16K ﹤0.01%
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642
$16K ﹤0.01%
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643
$16K ﹤0.01%
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$16K ﹤0.01%
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645
$16K ﹤0.01%
511
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$16K ﹤0.01%
116
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647
$16K ﹤0.01%
622
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648
$16K ﹤0.01%
359
-55
649
$16K ﹤0.01%
629
650
$16K ﹤0.01%
+305
24 25
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