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
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%
196
682
$14K ﹤0.01%
211
-65
683
$14K ﹤0.01%
900
684
$14K ﹤0.01%
335
+225
685
$14K ﹤0.01%
45
+3
686
$14K ﹤0.01%
2,000
687
$13K ﹤0.01%
367
-177
688
$13K ﹤0.01%
69
689
$13K ﹤0.01%
2,004
+1,374
690
$13K ﹤0.01%
756
+474
691
$13K ﹤0.01%
300
692
$13K ﹤0.01%
+10,000
693
$13K ﹤0.01%
644
+321
694
$13K ﹤0.01%
157
+117
695
$13K ﹤0.01%
51
-10
696
$13K ﹤0.01%
321
+258
697
$13K ﹤0.01%
114
698
$13K ﹤0.01%
416
699
$13K ﹤0.01%
427
-114
700
$13K ﹤0.01%
133
26 27
28
29 30