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
876
$6K ﹤0.01%
+37
877
$6K ﹤0.01%
775
+751
878
$6K ﹤0.01%
253
+97
879
$6K ﹤0.01%
318
+169
880
$6K ﹤0.01%
+79
881
$6K ﹤0.01%
43
+32
882
$6K ﹤0.01%
31
+6
883
$6K ﹤0.01%
88
+77
884
$6K ﹤0.01%
81
-200
885
$6K ﹤0.01%
163
+4
886
$6K ﹤0.01%
522
+301
887
$6K ﹤0.01%
135
+53
888
$6K ﹤0.01%
3,432
-2,381
889
$6K ﹤0.01%
328
+169
890
$6K ﹤0.01%
1,700
891
$6K ﹤0.01%
86
-2
892
$6K ﹤0.01%
100
893
$6K ﹤0.01%
39
+2
894
$6K ﹤0.01%
363
-170
895
$6K ﹤0.01%
252
+251
896
$6K ﹤0.01%
700
897
$6K ﹤0.01%
+230
898
$6K ﹤0.01%
500
899
$6K ﹤0.01%
194
+168
900
$6K ﹤0.01%
446
+196
34 35
36
37 38