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%
100
927
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119
928
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167
+95
929
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+100
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931
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932
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370
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934
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935
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109
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936
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908
+709
937
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25
938
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516
939
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107
-1
940
$5K ﹤0.01%
53
941
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207
+190
942
$5K ﹤0.01%
1,217
943
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328
+246
944
$5K ﹤0.01%
+211
945
$5K ﹤0.01%
190
946
$5K ﹤0.01%
289
+156
947
$5K ﹤0.01%
3,333
948
$5K ﹤0.01%
58
+52
949
$5K ﹤0.01%
140
950
$4K ﹤0.01%
232
36 37
38
39 40