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
926
$5K ﹤0.01%
330
927
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-2
928
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228
+150
929
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+118
930
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113
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931
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932
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933
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934
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167
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935
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936
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+30
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938
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293
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939
$5K ﹤0.01%
72
-272
940
$5K ﹤0.01%
370
+169
941
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942
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943
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944
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225
+9
945
$5K ﹤0.01%
107
-1
946
$5K ﹤0.01%
207
+190
947
$5K ﹤0.01%
17
+4
948
$5K ﹤0.01%
130
-25
949
$5K ﹤0.01%
168
+57
950
$4K ﹤0.01%
+73
36 37
38
39 40