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
851
$6.2K ﹤0.01%
119
-4
852
$6.18K ﹤0.01%
273
853
$6.17K ﹤0.01%
330
854
$6.11K ﹤0.01%
47
-1
855
$6.11K ﹤0.01%
422
+3
856
$6.11K ﹤0.01%
110
+94
857
$6.1K ﹤0.01%
77
+36
858
$6.08K ﹤0.01%
164
-90
859
$6.08K ﹤0.01%
88
+16
860
$6.02K ﹤0.01%
122
-357
861
$5.94K ﹤0.01%
213
-223
862
$5.81K ﹤0.01%
191
863
$5.77K ﹤0.01%
35
-7
864
$5.77K ﹤0.01%
793
-237
865
$5.72K ﹤0.01%
1,145
-65
866
$5.68K ﹤0.01%
53
-6
867
$5.68K ﹤0.01%
41
-1
868
$5.66K ﹤0.01%
100
869
$5.65K ﹤0.01%
218
+11
870
$5.6K ﹤0.01%
50
-40
871
$5.6K ﹤0.01%
45
872
$5.54K ﹤0.01%
39
-30
873
$5.54K ﹤0.01%
170
-143
874
$5.48K ﹤0.01%
90
-32
875
$5.43K ﹤0.01%
177
-72
33 34
35
36 37