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
$512M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,660
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$953K
3
+$354K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$333K
5
UPS icon
United Parcel Service
UPS
+$308K

Top Sells

1
+$387K
2
+$383K
3
+$269K
4
HD icon
Home Depot
HD
+$254K
5
IBM icon
IBM
IBM
+$183K

Sector Composition

1 Consumer Staples 39.45%
2 Industrials 14.93%
3 Technology 7.52%
4 Communication Services 7.38%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$12.5K ﹤0.01%
510
+387
852
$12.4K ﹤0.01%
29
+5
853
$12.4K ﹤0.01%
23
-99
854
$12.4K ﹤0.01%
823
+509
855
$12.4K ﹤0.01%
242
+36
856
$12.4K ﹤0.01%
323
+316
857
$12.4K ﹤0.01%
114
-4
858
$12.3K ﹤0.01%
369
+3
859
$12.2K ﹤0.01%
205
+1
860
$12K ﹤0.01%
124
861
$12K ﹤0.01%
70
-42
862
$12K ﹤0.01%
82
+3
863
$12K ﹤0.01%
299
+36
864
$11.9K ﹤0.01%
604
+56
865
$11.9K ﹤0.01%
267
+67
866
$11.8K ﹤0.01%
1,860
+303
867
$11.8K ﹤0.01%
108
868
$11.7K ﹤0.01%
143
-47
869
$11.7K ﹤0.01%
455
-26
870
$11.7K ﹤0.01%
21
-1
871
$11.7K ﹤0.01%
119
872
$11.7K ﹤0.01%
440
+9
873
$11.7K ﹤0.01%
506
-270
874
$11.6K ﹤0.01%
400
-15
875
$11.6K ﹤0.01%
161
+25
33 34
35
36 37