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
751
$11K ﹤0.01%
+283
752
$11K ﹤0.01%
+833
753
$11K ﹤0.01%
167
+42
754
$11K ﹤0.01%
80
755
$10K ﹤0.01%
95
+83
756
$10K ﹤0.01%
162
+68
757
$10K ﹤0.01%
+90
758
$10K ﹤0.01%
231
+149
759
$10K ﹤0.01%
1,000
760
$10K ﹤0.01%
+351
761
$10K ﹤0.01%
254
+111
762
$10K ﹤0.01%
150
+143
763
$10K ﹤0.01%
500
764
$10K ﹤0.01%
+317
765
$10K ﹤0.01%
+370
766
$10K ﹤0.01%
24
-3
767
$10K ﹤0.01%
86
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768
$10K ﹤0.01%
1,139
+765
769
$10K ﹤0.01%
250
770
$10K ﹤0.01%
+137
771
$10K ﹤0.01%
+1,626
772
$10K ﹤0.01%
500
773
$10K ﹤0.01%
+226
774
$10K ﹤0.01%
+95
775
$10K ﹤0.01%
100
+15
29 30
31
32 33