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
1051
$3K ﹤0.01%
310
+116
1052
$3K ﹤0.01%
295
-165
1053
$3K ﹤0.01%
+75
1054
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33
1055
$3K ﹤0.01%
10
-487
1056
$3K ﹤0.01%
+135
1057
$3K ﹤0.01%
+351
1058
$3K ﹤0.01%
203
1059
$3K ﹤0.01%
3,861
+3,761
1060
$3K ﹤0.01%
99
+40
1061
$3K ﹤0.01%
39
-37
1062
$3K ﹤0.01%
320
1063
$3K ﹤0.01%
104
1064
$3K ﹤0.01%
95
-6
1065
$2K ﹤0.01%
+5
1066
$2K ﹤0.01%
21
+14
1067
$2K ﹤0.01%
+31
1068
$2K ﹤0.01%
185
-62
1069
$2K ﹤0.01%
+10
1070
$2K ﹤0.01%
50
1071
$2K ﹤0.01%
64
+29
1072
$2K ﹤0.01%
19
+13
1073
$2K ﹤0.01%
90
-30
1074
$2K ﹤0.01%
35
1075
$2K ﹤0.01%
+59
41 42
43
44 45