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
$358M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,545
New
Increased
Reduced
Closed

Top Buys

1
+$292K
2
+$252K
3
+$239K
4
JNJ icon
Johnson & Johnson
JNJ
+$234K
5
F icon
Ford
F
+$206K

Top Sells

1
+$1.62M
2
+$427K
3
+$380K
4
AMD icon
Advanced Micro Devices
AMD
+$372K
5
INTC icon
Intel
INTC
+$345K

Sector Composition

1 Consumer Staples 33.57%
2 Industrials 20.28%
3 Consumer Discretionary 7.45%
4 Technology 6.3%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$7.57K ﹤0.01%
2,200
802
$7.5K ﹤0.01%
365
-8
803
$7.48K ﹤0.01%
205
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804
$7.48K ﹤0.01%
126
-38
805
$7.46K ﹤0.01%
49
806
$7.44K ﹤0.01%
175
-52
807
$7.43K ﹤0.01%
+405
808
$7.41K ﹤0.01%
666
809
$7.39K ﹤0.01%
74
+10
810
$7.37K ﹤0.01%
159
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811
$7.32K ﹤0.01%
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812
$7.25K ﹤0.01%
1,378
-59
813
$7.24K ﹤0.01%
633
814
$7.24K ﹤0.01%
131
815
$7.22K ﹤0.01%
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$7.22K ﹤0.01%
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817
$7.22K ﹤0.01%
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818
$7.21K ﹤0.01%
176
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819
$7.16K ﹤0.01%
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-38
820
$7.16K ﹤0.01%
138
-12
821
$7.1K ﹤0.01%
1,076
+408
822
$7.08K ﹤0.01%
443
+6
823
$6.99K ﹤0.01%
700
824
$6.92K ﹤0.01%
119
825
$6.87K ﹤0.01%
314
+20
31 32
33
34 35