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
826
$8K ﹤0.01%
179
+98
827
$8K ﹤0.01%
230
+160
828
$8K ﹤0.01%
67
+55
829
$8K ﹤0.01%
694
830
$8K ﹤0.01%
176
+146
831
$8K ﹤0.01%
+80
832
$8K ﹤0.01%
1,260
833
$8K ﹤0.01%
295
+275
834
$8K ﹤0.01%
172
835
$8K ﹤0.01%
409
+311
836
$8K ﹤0.01%
7,300
837
$8K ﹤0.01%
151
+106
838
$8K ﹤0.01%
+284
839
$7K ﹤0.01%
222
+62
840
$7K ﹤0.01%
+354
841
$7K ﹤0.01%
633
842
$7K ﹤0.01%
116
+50
843
$7K ﹤0.01%
152
+51
844
$7K ﹤0.01%
666
845
$7K ﹤0.01%
1,711
+1,203
846
$7K ﹤0.01%
+200
847
$7K ﹤0.01%
191
-18
848
$7K ﹤0.01%
375
+42
849
$7K ﹤0.01%
347
-56
850
$7K ﹤0.01%
219
+160
32 33
34
35 36