HCP

Hexagon Capital Partners Portfolio holdings

AUM $449M
1-Year Est. Return 25.06%
This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$229K
2
+$217K
3
+$142K
4
GIS icon
General Mills
GIS
+$92.8K
5
AMD icon
Advanced Micro Devices
AMD
+$91.6K

Top Sells

1
+$3.82M
2
+$819K
3
+$237K
4
AAPL icon
Apple
AAPL
+$218K
5
FDX icon
FedEx
FDX
+$208K

Sector Composition

1 Consumer Staples 37.59%
2 Industrials 23.38%
3 Communication Services 6.64%
4 Technology 6.04%
5 Financials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$405K 0.12%
2,526
+45
77
$399K 0.12%
1,737
78
$396K 0.12%
3,625
79
$382K 0.11%
7,677
+210
80
$380K 0.11%
1,931
81
$366K 0.11%
1,580
82
$359K 0.11%
35,000
83
$353K 0.1%
4,877
84
$344K 0.1%
5,556
+410
85
$339K 0.1%
3,712
-236
86
$337K 0.1%
2,143
-109
87
$327K 0.1%
4,197
+14
88
$326K 0.1%
3,945
-47
89
$326K 0.1%
6,004
90
$325K 0.1%
3,038
+201
91
$319K 0.09%
2,701
-85
92
$319K 0.09%
5,687
-178
93
$319K 0.09%
4,737
94
$304K 0.09%
7,308
-94
95
$302K 0.09%
4,434
+130
96
$301K 0.09%
3,285
+1,000
97
$290K 0.09%
402
98
$288K 0.09%
3,462
-110
99
$278K 0.08%
1,747
+154
100
$275K 0.08%
7,257
2 3
4
5 6