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
751
$11K ﹤0.01%
167
+42
752
$11K ﹤0.01%
80
753
$11K ﹤0.01%
1,053
754
$11K ﹤0.01%
457
+316
755
$10K ﹤0.01%
95
+83
756
$10K ﹤0.01%
+90
757
$10K ﹤0.01%
231
+149
758
$10K ﹤0.01%
1,000
759
$10K ﹤0.01%
+351
760
$10K ﹤0.01%
1,139
+765
761
$10K ﹤0.01%
250
762
$10K ﹤0.01%
+137
763
$10K ﹤0.01%
+1,626
764
$10K ﹤0.01%
500
765
$10K ﹤0.01%
+226
766
$10K ﹤0.01%
162
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767
$10K ﹤0.01%
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768
$10K ﹤0.01%
100
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769
$10K ﹤0.01%
1,550
+24
770
$10K ﹤0.01%
205
+19
771
$10K ﹤0.01%
349
-167
772
$10K ﹤0.01%
24
+6
773
$10K ﹤0.01%
262
+216
774
$10K ﹤0.01%
340
775
$10K ﹤0.01%
734
+441
29 30
31
32 33