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
776
$10K ﹤0.01%
1,550
+24
777
$10K ﹤0.01%
205
+19
778
$10K ﹤0.01%
349
-167
779
$10K ﹤0.01%
24
+6
780
$10K ﹤0.01%
262
+216
781
$10K ﹤0.01%
340
782
$10K ﹤0.01%
734
+441
783
$10K ﹤0.01%
+659
784
$10K ﹤0.01%
1,127
+1,088
785
$10K ﹤0.01%
+4,000
786
$9K ﹤0.01%
291
+108
787
$9K ﹤0.01%
1,402
+273
788
$9K ﹤0.01%
110
+89
789
$9K ﹤0.01%
300
+200
790
$9K ﹤0.01%
413
+224
791
$9K ﹤0.01%
163
792
$9K ﹤0.01%
470
-222
793
$9K ﹤0.01%
+70
794
$9K ﹤0.01%
103
-11
795
$9K ﹤0.01%
212
796
$9K ﹤0.01%
369
+169
797
$9K ﹤0.01%
61
+42
798
$9K ﹤0.01%
+127
799
$9K ﹤0.01%
200
800
$9K ﹤0.01%
+93
30 31
32
33 34