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%
40
-2
1027
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30
1028
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357
+186
1029
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14
-8
1030
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1031
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300
1032
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+178
1033
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+220
1034
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+122
1035
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66
-53
1036
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1037
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100
1038
$3K ﹤0.01%
10
1039
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+81
1040
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+32
1041
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174
+61
1042
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1043
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150
1044
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443
+70
1045
$3K ﹤0.01%
61
+11
1046
$3K ﹤0.01%
53
+36
1047
$3K ﹤0.01%
55
1048
$3K ﹤0.01%
227
+19
1049
$3K ﹤0.01%
36
1050
$3K ﹤0.01%
+208
40 41
42
43 44