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%
100
877
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+59
878
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+154
879
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1,068
+238
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+1
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884
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+24
886
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887
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888
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890
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895
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$6K ﹤0.01%
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897
$6K ﹤0.01%
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898
$6K ﹤0.01%
86
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899
$6K ﹤0.01%
100
900
$6K ﹤0.01%
39
+2
34 35
36
37 38