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
$336M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,489
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$1.55M
3
+$1.29M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.27M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.25M

Top Sells

1
+$3.3M
2
+$1.84M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.15M
5
LMT icon
Lockheed Martin
LMT
+$759K

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%
385
+57
652
$15K ﹤0.01%
598
+59
653
$15K ﹤0.01%
335
+228
654
$15K ﹤0.01%
1,303
-570
655
$15K ﹤0.01%
206
+169
656
$15K ﹤0.01%
+200
657
$15K ﹤0.01%
+1,694
658
$15K ﹤0.01%
+253
659
$15K ﹤0.01%
+781
660
$15K ﹤0.01%
+179
661
$15K ﹤0.01%
110
+75
662
$15K ﹤0.01%
884
-525
663
$15K ﹤0.01%
400
664
$15K ﹤0.01%
200
665
$15K ﹤0.01%
252
+44
666
$15K ﹤0.01%
239
+214
667
$15K ﹤0.01%
353
+319
668
$15K ﹤0.01%
381
+286
669
$15K ﹤0.01%
168
-36
670
$15K ﹤0.01%
+647
671
$15K ﹤0.01%
556
672
$15K ﹤0.01%
199
-108
673
$15K ﹤0.01%
310
+191
674
$14K ﹤0.01%
156
+144
675
$14K ﹤0.01%
124
+109
25 26
27
28 29