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
1026
$3K ﹤0.01%
89
+47
1027
$3K ﹤0.01%
+462
1028
$3K ﹤0.01%
266
1029
$3K ﹤0.01%
118
+75
1030
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20
1031
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24
+7
1032
$3K ﹤0.01%
10
1033
$3K ﹤0.01%
100
+25
1034
$3K ﹤0.01%
2,001
1035
$3K ﹤0.01%
80
+30
1036
$3K ﹤0.01%
62
+58
1037
$3K ﹤0.01%
30
+13
1038
$3K ﹤0.01%
61
1039
$3K ﹤0.01%
90
-61
1040
$3K ﹤0.01%
+107
1041
$3K ﹤0.01%
82
1042
$3K ﹤0.01%
14
-8
1043
$3K ﹤0.01%
58
1044
$3K ﹤0.01%
+178
1045
$3K ﹤0.01%
+220
1046
$3K ﹤0.01%
+122
1047
$3K ﹤0.01%
66
-53
1048
$3K ﹤0.01%
100
1049
$3K ﹤0.01%
116
1050
$3K ﹤0.01%
150
40 41
42
43 44