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
801
$9K ﹤0.01%
3,100
802
$9K ﹤0.01%
183
+131
803
$9K ﹤0.01%
+584
804
$9K ﹤0.01%
629
+466
805
$9K ﹤0.01%
188
+177
806
$9K ﹤0.01%
+1,000
807
$9K ﹤0.01%
500
-44
808
$9K ﹤0.01%
371
+123
809
$9K ﹤0.01%
131
+11
810
$9K ﹤0.01%
160
-832
811
$9K ﹤0.01%
463
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812
$9K ﹤0.01%
109
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813
$9K ﹤0.01%
274
+16
814
$9K ﹤0.01%
1,468
+328
815
$9K ﹤0.01%
315
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816
$9K ﹤0.01%
99
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817
$9K ﹤0.01%
154
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818
$8K ﹤0.01%
177
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819
$8K ﹤0.01%
277
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820
$8K ﹤0.01%
+80
821
$8K ﹤0.01%
1,260
822
$8K ﹤0.01%
295
+275
823
$8K ﹤0.01%
172
824
$8K ﹤0.01%
1,138
825
$8K ﹤0.01%
136
+117
31 32
33
34 35