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
$358M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,545
New
Increased
Reduced
Closed

Top Buys

1
+$292K
2
+$252K
3
+$239K
4
JNJ icon
Johnson & Johnson
JNJ
+$234K
5
F icon
Ford
F
+$206K

Top Sells

1
+$1.62M
2
+$427K
3
+$380K
4
AMD icon
Advanced Micro Devices
AMD
+$372K
5
INTC icon
Intel
INTC
+$345K

Sector Composition

1 Consumer Staples 33.57%
2 Industrials 20.28%
3 Consumer Discretionary 7.45%
4 Technology 6.3%
5 Communication Services 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$3.12K ﹤0.01%
40
977
$3.11K ﹤0.01%
42
+25
978
$3.08K ﹤0.01%
80
-15
979
$3.07K ﹤0.01%
56
980
$2.98K ﹤0.01%
106
+89
981
$2.98K ﹤0.01%
607
-881
982
$2.96K ﹤0.01%
30
-38
983
$2.95K ﹤0.01%
28
-32
984
$2.95K ﹤0.01%
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-168
985
$2.94K ﹤0.01%
133
+4
986
$2.94K ﹤0.01%
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-27
987
$2.93K ﹤0.01%
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+51
988
$2.92K ﹤0.01%
50
989
$2.91K ﹤0.01%
96
-39
990
$2.9K ﹤0.01%
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991
$2.88K ﹤0.01%
18
-32
992
$2.88K ﹤0.01%
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993
$2.87K ﹤0.01%
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994
$2.82K ﹤0.01%
11
+1
995
$2.82K ﹤0.01%
134
996
$2.78K ﹤0.01%
13
-1
997
$2.77K ﹤0.01%
224
-111
998
$2.77K ﹤0.01%
19
999
$2.77K ﹤0.01%
76
-421
1000
$2.72K ﹤0.01%
+47
38 39
40
41 42