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
801
$9K ﹤0.01%
315
-151
802
$9K ﹤0.01%
99
-11
803
$9K ﹤0.01%
154
-156
804
$9K ﹤0.01%
300
+200
805
$9K ﹤0.01%
413
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806
$9K ﹤0.01%
183
+131
807
$9K ﹤0.01%
+584
808
$9K ﹤0.01%
629
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809
$9K ﹤0.01%
188
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810
$9K ﹤0.01%
+1,000
811
$9K ﹤0.01%
500
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812
$9K ﹤0.01%
371
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813
$9K ﹤0.01%
131
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814
$9K ﹤0.01%
291
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$9K ﹤0.01%
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$9K ﹤0.01%
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817
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818
$8K ﹤0.01%
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819
$8K ﹤0.01%
136
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$8K ﹤0.01%
119
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$8K ﹤0.01%
177
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822
$8K ﹤0.01%
277
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823
$8K ﹤0.01%
602
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824
$8K ﹤0.01%
64
+34
825
$8K ﹤0.01%
332
+153
31 32
33
34 35