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
951
$4K ﹤0.01%
26
952
$4K ﹤0.01%
+325
953
$4K ﹤0.01%
35
+22
954
$4K ﹤0.01%
207
+116
955
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199
-12
956
$4K ﹤0.01%
688
957
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+74
958
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319
+253
959
$4K ﹤0.01%
+92
960
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279
+3
961
$4K ﹤0.01%
+286
962
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122
+111
963
$4K ﹤0.01%
46
964
$4K ﹤0.01%
78
-2,723
965
$4K ﹤0.01%
27
-2,271
966
$4K ﹤0.01%
80
+74
967
$4K ﹤0.01%
17
968
$4K ﹤0.01%
+273
969
$4K ﹤0.01%
+39
970
$4K ﹤0.01%
54
+38
971
$4K ﹤0.01%
+57
972
$4K ﹤0.01%
59
+15
973
$4K ﹤0.01%
62
-17
974
$4K ﹤0.01%
200
975
$4K ﹤0.01%
64
+62
37 38
39
40 41