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
651
$15K ﹤0.01%
110
+75
652
$15K ﹤0.01%
884
-525
653
$15K ﹤0.01%
400
654
$15K ﹤0.01%
385
+57
655
$15K ﹤0.01%
+253
656
$15K ﹤0.01%
+781
657
$15K ﹤0.01%
+179
658
$15K ﹤0.01%
598
+59
659
$15K ﹤0.01%
310
+191
660
$15K ﹤0.01%
335
+228
661
$15K ﹤0.01%
200
662
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252
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663
$15K ﹤0.01%
239
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664
$15K ﹤0.01%
353
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665
$15K ﹤0.01%
381
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666
$15K ﹤0.01%
168
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667
$15K ﹤0.01%
+647
668
$15K ﹤0.01%
556
669
$15K ﹤0.01%
199
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670
$15K ﹤0.01%
1,303
-570
671
$15K ﹤0.01%
206
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672
$15K ﹤0.01%
+200
673
$15K ﹤0.01%
+1,694
674
$14K ﹤0.01%
272
-453
675
$14K ﹤0.01%
156
+144
25 26
27
28 29