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
$336M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,489
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$1.39M
3
+$1.24M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.24M
5
AMD icon
Advanced Micro Devices
AMD
+$961K

Top Sells

1
+$3.07M
2
+$1.62M
3
+$1.22M
4
MSFT icon
Microsoft
MSFT
+$1.01M
5
LMT icon
Lockheed Martin
LMT
+$703K

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%
207
+116
952
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46
953
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78
-2,723
954
$4K ﹤0.01%
27
-2,271
955
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80
+74
956
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51
+40
957
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120
+100
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-12
959
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43
960
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688
961
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962
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963
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1
-52
964
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62
+39
965
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34
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966
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969
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122
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970
$4K ﹤0.01%
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971
$4K ﹤0.01%
319
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972
$4K ﹤0.01%
+92
973
$4K ﹤0.01%
115
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974
$4K ﹤0.01%
26
975
$4K ﹤0.01%
+325
37 38
39
40 41