HCP

Hexagon Capital Partners Portfolio holdings

AUM $449M
1-Year Est. Return 25.06%
This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$229K
2
+$217K
3
+$142K
4
GIS icon
General Mills
GIS
+$92.8K
5
AMD icon
Advanced Micro Devices
AMD
+$91.6K

Top Sells

1
+$3.82M
2
+$819K
3
+$237K
4
AAPL icon
Apple
AAPL
+$218K
5
FDX icon
FedEx
FDX
+$208K

Sector Composition

1 Consumer Staples 37.59%
2 Industrials 23.38%
3 Communication Services 6.64%
4 Technology 6.04%
5 Financials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$628K 0.19%
7,406
-48
52
$618K 0.18%
1,654
+27
53
$600K 0.18%
7,116
+43
54
$567K 0.17%
11,854
-11
55
$561K 0.17%
9,562
-28
56
$557K 0.16%
1,479
+20
57
$537K 0.16%
12,194
-502
58
$537K 0.16%
2,025
+16
59
$518K 0.15%
35,337
60
$504K 0.15%
5,760
61
$500K 0.15%
3,918
-34
62
$497K 0.15%
16,874
63
$495K 0.15%
2,307
+73
64
$482K 0.14%
5,532
-117
65
$478K 0.14%
1,027
+68
66
$477K 0.14%
3,222
-202
67
$468K 0.14%
15,527
-46
68
$461K 0.14%
35,461
-14,539
69
$458K 0.14%
8,354
+84
70
$454K 0.13%
5,136
71
$452K 0.13%
5,126
-47
72
$444K 0.13%
1,909
+220
73
$439K 0.13%
6,517
74
$414K 0.12%
1,162
75
$406K 0.12%
3,130
1 2
3
4 5