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%
288
+175
952
$4K ﹤0.01%
500
953
$4K ﹤0.01%
944
+745
954
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+73
955
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26
956
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+325
957
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35
+22
958
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207
+116
959
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46
960
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78
-2,723
961
$4K ﹤0.01%
27
-2,271
962
$4K ﹤0.01%
80
+74
963
$4K ﹤0.01%
17
964
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+273
965
$4K ﹤0.01%
+39
966
$4K ﹤0.01%
54
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967
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968
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59
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969
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62
-17
970
$4K ﹤0.01%
200
971
$4K ﹤0.01%
64
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972
$4K ﹤0.01%
51
+40
973
$4K ﹤0.01%
120
+100
974
$4K ﹤0.01%
199
-12
975
$4K ﹤0.01%
43
37 38
39
40 41