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
$358M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,545
New
Increased
Reduced
Closed

Top Buys

1
+$292K
2
+$252K
3
+$239K
4
JNJ icon
Johnson & Johnson
JNJ
+$234K
5
F icon
Ford
F
+$206K

Top Sells

1
+$1.62M
2
+$427K
3
+$380K
4
AMD icon
Advanced Micro Devices
AMD
+$372K
5
INTC icon
Intel
INTC
+$345K

Sector Composition

1 Consumer Staples 33.57%
2 Industrials 20.28%
3 Consumer Discretionary 7.45%
4 Technology 6.3%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$9.11K ﹤0.01%
844
+48
752
$9.09K ﹤0.01%
73
-24
753
$9.06K ﹤0.01%
280
+68
754
$9.02K ﹤0.01%
144
-45
755
$8.96K ﹤0.01%
177
756
$8.95K ﹤0.01%
96
-5
757
$8.94K ﹤0.01%
+54
758
$8.87K ﹤0.01%
819
+63
759
$8.85K ﹤0.01%
225
-62
760
$8.82K ﹤0.01%
+62
761
$8.82K ﹤0.01%
657
+190
762
$8.76K ﹤0.01%
61
-52
763
$8.68K ﹤0.01%
119
+7
764
$8.63K ﹤0.01%
315
+76
765
$8.61K ﹤0.01%
122
-32
766
$8.6K ﹤0.01%
38
-9
767
$8.6K ﹤0.01%
195
-66
768
$8.58K ﹤0.01%
351
+102
769
$8.48K ﹤0.01%
61
-22
770
$8.44K ﹤0.01%
205
-11
771
$8.38K ﹤0.01%
228
+118
772
$8.32K ﹤0.01%
145
-137
773
$8.3K ﹤0.01%
584
774
$8.3K ﹤0.01%
20
775
$8.28K ﹤0.01%
171
-27
29 30
31
32 33