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
1026
$2.46K ﹤0.01%
39
-127
1027
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1028
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1029
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+1
1030
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1031
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1034
$2.35K ﹤0.01%
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+36
1035
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$2.34K ﹤0.01%
161
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1038
$2.34K ﹤0.01%
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1039
$2.33K ﹤0.01%
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1040
$2.33K ﹤0.01%
+55
1041
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11
+2
1042
$2.25K ﹤0.01%
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$2.25K ﹤0.01%
1,250
1044
$2.23K ﹤0.01%
7
+5
1045
$2.23K ﹤0.01%
74
-26
1046
$2.23K ﹤0.01%
203
1047
$2.22K ﹤0.01%
+425
1048
$2.22K ﹤0.01%
24
-22
1049
$2.21K ﹤0.01%
25
1050
$2.21K ﹤0.01%
37
-6
40 41
42
43 44