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
$336M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,489
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$1.55M
3
+$1.29M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.27M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.25M

Top Sells

1
+$3.3M
2
+$1.84M
3
+$1.53M
4
MSFT icon
Microsoft
MSFT
+$1.15M
5
LMT icon
Lockheed Martin
LMT
+$759K

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
876
$6K ﹤0.01%
88
+77
877
$6K ﹤0.01%
1,068
+238
878
$6K ﹤0.01%
17
+15
879
$6K ﹤0.01%
51
880
$6K ﹤0.01%
60
+50
881
$6K ﹤0.01%
828
+320
882
$6K ﹤0.01%
39
+2
883
$6K ﹤0.01%
+37
884
$6K ﹤0.01%
775
+751
885
$6K ﹤0.01%
253
+97
886
$6K ﹤0.01%
+59
887
$6K ﹤0.01%
318
+169
888
$6K ﹤0.01%
+79
889
$6K ﹤0.01%
43
+32
890
$6K ﹤0.01%
31
+6
891
$6K ﹤0.01%
81
-200
892
$6K ﹤0.01%
163
+4
893
$6K ﹤0.01%
522
+301
894
$6K ﹤0.01%
142
895
$6K ﹤0.01%
86
-2
896
$6K ﹤0.01%
100
897
$6K ﹤0.01%
363
-170
898
$6K ﹤0.01%
252
+251
899
$6K ﹤0.01%
700
900
$6K ﹤0.01%
+230
34 35
36
37 38