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
826
$6.83K ﹤0.01%
132
-21
827
$6.81K ﹤0.01%
203
828
$6.8K ﹤0.01%
92
-4
829
$6.8K ﹤0.01%
72
830
$6.76K ﹤0.01%
171
+54
831
$6.73K ﹤0.01%
119
832
$6.72K ﹤0.01%
500
833
$6.72K ﹤0.01%
99
834
$6.69K ﹤0.01%
104
+81
835
$6.63K ﹤0.01%
194
-106
836
$6.58K ﹤0.01%
52
-40
837
$6.51K ﹤0.01%
373
-257
838
$6.47K ﹤0.01%
57
+26
839
$6.43K ﹤0.01%
516
840
$6.4K ﹤0.01%
393
-254
841
$6.39K ﹤0.01%
200
842
$6.37K ﹤0.01%
192
843
$6.37K ﹤0.01%
337
+63
844
$6.33K ﹤0.01%
200
845
$6.31K ﹤0.01%
51
846
$6.29K ﹤0.01%
185
-5
847
$6.28K ﹤0.01%
30
848
$6.25K ﹤0.01%
196
+177
849
$6.25K ﹤0.01%
400
850
$6.25K ﹤0.01%
372
+71
32 33
34
35 36