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
726
$12K ﹤0.01%
141
727
$12K ﹤0.01%
162
728
$12K ﹤0.01%
908
729
$12K ﹤0.01%
72
+12
730
$12K ﹤0.01%
693
+479
731
$12K ﹤0.01%
327
+143
732
$12K ﹤0.01%
+276
733
$12K ﹤0.01%
153
734
$12K ﹤0.01%
68
-36
735
$12K ﹤0.01%
222
+153
736
$12K ﹤0.01%
+385
737
$11K ﹤0.01%
363
-33
738
$11K ﹤0.01%
328
+234
739
$11K ﹤0.01%
26
740
$11K ﹤0.01%
+283
741
$11K ﹤0.01%
+93
742
$11K ﹤0.01%
+115
743
$11K ﹤0.01%
1,350
744
$11K ﹤0.01%
188
+120
745
$11K ﹤0.01%
112
-1
746
$11K ﹤0.01%
92
-846
747
$11K ﹤0.01%
893
+150
748
$11K ﹤0.01%
400
749
$11K ﹤0.01%
+833
750
$11K ﹤0.01%
517
+62
28 29
30
31 32