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
901
$6K ﹤0.01%
32
+1
902
$6K ﹤0.01%
104
+27
903
$6K ﹤0.01%
+72
904
$6K ﹤0.01%
+24
905
$6K ﹤0.01%
669
+294
906
$6K ﹤0.01%
60
+50
907
$6K ﹤0.01%
828
+320
908
$6K ﹤0.01%
100
909
$6K ﹤0.01%
328
+169
910
$6K ﹤0.01%
1,700
911
$6K ﹤0.01%
86
-2
912
$6K ﹤0.01%
39
+2
913
$5K ﹤0.01%
330
914
$5K ﹤0.01%
116
-2
915
$5K ﹤0.01%
228
+150
916
$5K ﹤0.01%
+118
917
$5K ﹤0.01%
+30
918
$5K ﹤0.01%
225
+9
919
$5K ﹤0.01%
17
+4
920
$5K ﹤0.01%
130
-25
921
$5K ﹤0.01%
168
+57
922
$5K ﹤0.01%
65
+42
923
$5K ﹤0.01%
44
-21
924
$5K ﹤0.01%
113
+26
925
$5K ﹤0.01%
300
35 36
37
38 39