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
826
$8K ﹤0.01%
119
+106
827
$8K ﹤0.01%
602
-3,469
828
$8K ﹤0.01%
64
+34
829
$8K ﹤0.01%
179
+98
830
$8K ﹤0.01%
230
+160
831
$8K ﹤0.01%
67
+55
832
$8K ﹤0.01%
694
833
$8K ﹤0.01%
176
+146
834
$8K ﹤0.01%
409
+311
835
$8K ﹤0.01%
7,300
836
$8K ﹤0.01%
151
+106
837
$8K ﹤0.01%
+284
838
$8K ﹤0.01%
332
+153
839
$7K ﹤0.01%
191
-18
840
$7K ﹤0.01%
23
-16
841
$7K ﹤0.01%
84
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842
$7K ﹤0.01%
327
+202
843
$7K ﹤0.01%
30
+20
844
$7K ﹤0.01%
137
+22
845
$7K ﹤0.01%
100
846
$7K ﹤0.01%
+26
847
$7K ﹤0.01%
1,000
848
$7K ﹤0.01%
222
+62
849
$7K ﹤0.01%
+354
850
$7K ﹤0.01%
633
32 33
34
35 36