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
1026
$3K ﹤0.01%
24
+7
1027
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10
1028
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100
+25
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1030
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80
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1031
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1032
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1033
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1034
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40
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357
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1042
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1043
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1045
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1046
$3K ﹤0.01%
100
1047
$3K ﹤0.01%
10
1048
$3K ﹤0.01%
+81
1049
$3K ﹤0.01%
+32
1050
$3K ﹤0.01%
95
-6
40 41
42
43 44