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
676
$14K ﹤0.01%
124
+109
677
$14K ﹤0.01%
599
+218
678
$14K ﹤0.01%
301
-26
679
$14K ﹤0.01%
928
680
$14K ﹤0.01%
186
-212
681
$14K ﹤0.01%
272
-453
682
$14K ﹤0.01%
196
683
$14K ﹤0.01%
211
-65
684
$14K ﹤0.01%
900
685
$14K ﹤0.01%
335
+225
686
$14K ﹤0.01%
45
+3
687
$13K ﹤0.01%
416
688
$13K ﹤0.01%
644
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689
$13K ﹤0.01%
469
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690
$13K ﹤0.01%
2,592
-253
691
$13K ﹤0.01%
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692
$13K ﹤0.01%
321
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693
$13K ﹤0.01%
114
694
$13K ﹤0.01%
427
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695
$13K ﹤0.01%
133
696
$13K ﹤0.01%
522
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697
$13K ﹤0.01%
367
-177
698
$13K ﹤0.01%
69
699
$13K ﹤0.01%
2,004
+1,374
700
$13K ﹤0.01%
756
+474
26 27
28
29 30