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
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%
163
787
$9K ﹤0.01%
470
-222
788
$9K ﹤0.01%
+70
789
$9K ﹤0.01%
103
-11
790
$9K ﹤0.01%
212
791
$9K ﹤0.01%
369
+169
792
$9K ﹤0.01%
61
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793
$9K ﹤0.01%
+127
794
$9K ﹤0.01%
200
795
$9K ﹤0.01%
+93
796
$9K ﹤0.01%
3,100
797
$9K ﹤0.01%
463
+143
798
$9K ﹤0.01%
109
+100
799
$9K ﹤0.01%
137
+8
800
$9K ﹤0.01%
1,468
+328
30 31
32
33 34