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
$358M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,545
New
Increased
Reduced
Closed

Top Buys

1
+$292K
2
+$252K
3
+$239K
4
JNJ icon
Johnson & Johnson
JNJ
+$234K
5
F icon
Ford
F
+$206K

Top Sells

1
+$1.62M
2
+$427K
3
+$380K
4
AMD icon
Advanced Micro Devices
AMD
+$372K
5
INTC icon
Intel
INTC
+$345K

Sector Composition

1 Consumer Staples 33.57%
2 Industrials 20.28%
3 Consumer Discretionary 7.45%
4 Technology 6.3%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$4.54K ﹤0.01%
210
+167
902
$4.51K ﹤0.01%
100
903
$4.49K ﹤0.01%
+151
904
$4.48K ﹤0.01%
282
+3
905
$4.44K ﹤0.01%
140
-138
906
$4.44K ﹤0.01%
209
-46
907
$4.42K ﹤0.01%
+70
908
$4.37K ﹤0.01%
155
-289
909
$4.35K ﹤0.01%
+257
910
$4.33K ﹤0.01%
20
+11
911
$4.33K ﹤0.01%
81
-26
912
$4.32K ﹤0.01%
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913
$4.26K ﹤0.01%
+115
914
$4.26K ﹤0.01%
400
-250
915
$4.25K ﹤0.01%
+393
916
$4.23K ﹤0.01%
120
-16
917
$4.21K ﹤0.01%
17
918
$4.2K ﹤0.01%
108
+21
919
$4.2K ﹤0.01%
17
-31
920
$4.13K ﹤0.01%
190
921
$4.07K ﹤0.01%
+84
922
$4.06K ﹤0.01%
1,532
-954
923
$4.05K ﹤0.01%
232
924
$4.04K ﹤0.01%
300
925
$4.01K ﹤0.01%
11
+1
35 36
37
38 39