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
851
$7K ﹤0.01%
+161
852
$7K ﹤0.01%
154
+137
853
$7K ﹤0.01%
341
+305
854
$7K ﹤0.01%
23
-16
855
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84
+53
856
$7K ﹤0.01%
147
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857
$7K ﹤0.01%
+393
858
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+199
859
$7K ﹤0.01%
124
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860
$7K ﹤0.01%
130
861
$7K ﹤0.01%
327
+202
862
$7K ﹤0.01%
30
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863
$7K ﹤0.01%
137
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864
$7K ﹤0.01%
100
865
$7K ﹤0.01%
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$7K ﹤0.01%
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867
$7K ﹤0.01%
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$7K ﹤0.01%
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869
$7K ﹤0.01%
147
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870
$7K ﹤0.01%
132
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871
$7K ﹤0.01%
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872
$7K ﹤0.01%
100
873
$7K ﹤0.01%
1,000
874
$7K ﹤0.01%
155
+94
875
$7K ﹤0.01%
1,000
33 34
35
36 37