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
$512M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,660
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$953K
3
+$354K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$333K
5
UPS icon
United Parcel Service
UPS
+$308K

Top Sells

1
+$387K
2
+$383K
3
+$269K
4
HD icon
Home Depot
HD
+$254K
5
IBM icon
IBM
IBM
+$183K

Sector Composition

1 Consumer Staples 39.45%
2 Industrials 14.93%
3 Technology 7.52%
4 Communication Services 7.38%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$18K ﹤0.01%
378
+98
752
$18K ﹤0.01%
317
-120
753
$17.8K ﹤0.01%
104
754
$17.8K ﹤0.01%
155
+65
755
$17.8K ﹤0.01%
300
756
$17.6K ﹤0.01%
500
757
$17.6K ﹤0.01%
1,533
-101
758
$17.6K ﹤0.01%
452
+42
759
$17.6K ﹤0.01%
78
+13
760
$17.5K ﹤0.01%
200
761
$17.4K ﹤0.01%
588
-36
762
$17.4K ﹤0.01%
+1,500
763
$17.4K ﹤0.01%
72
+44
764
$17.3K ﹤0.01%
66
765
$17.2K ﹤0.01%
129
+4
766
$17.2K ﹤0.01%
100
767
$17.2K ﹤0.01%
127
-131
768
$17.1K ﹤0.01%
517
+318
769
$17.1K ﹤0.01%
416
770
$17.1K ﹤0.01%
195
+38
771
$17K ﹤0.01%
471
+35
772
$17K ﹤0.01%
837
+230
773
$17K ﹤0.01%
150
+7
774
$16.9K ﹤0.01%
474
+30
775
$16.7K ﹤0.01%
113
+64
29 30
31
32 33