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
701
$13K ﹤0.01%
369
+233
702
$13K ﹤0.01%
250
+151
703
$13K ﹤0.01%
469
+279
704
$13K ﹤0.01%
228
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705
$13K ﹤0.01%
+281
706
$13K ﹤0.01%
2,592
-253
707
$13K ﹤0.01%
400
708
$13K ﹤0.01%
77
-41
709
$13K ﹤0.01%
70
-16,535
710
$13K ﹤0.01%
51
-10
711
$12K ﹤0.01%
283
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712
$12K ﹤0.01%
327
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713
$12K ﹤0.01%
+276
714
$12K ﹤0.01%
153
715
$12K ﹤0.01%
205
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716
$12K ﹤0.01%
293
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717
$12K ﹤0.01%
338
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718
$12K ﹤0.01%
128
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719
$12K ﹤0.01%
2,500
720
$12K ﹤0.01%
500
721
$12K ﹤0.01%
813
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722
$12K ﹤0.01%
100
723
$12K ﹤0.01%
249
-80
724
$12K ﹤0.01%
1,541
725
$12K ﹤0.01%
251
+134
27 28
29
30 31