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
1076
$2K ﹤0.01%
84
1077
$2K ﹤0.01%
19
+14
1078
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+110
1079
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60
+57
1080
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+98
1081
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56
1082
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+144
1083
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621
1084
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15
+7
1085
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+67
1086
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+115
1087
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55
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1088
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1089
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5
+3
1090
$2K ﹤0.01%
20
+8
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20
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1092
$2K ﹤0.01%
50
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1094
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14
+7
1095
$2K ﹤0.01%
61
+53
1096
$2K ﹤0.01%
+83
1097
$2K ﹤0.01%
67
1098
$2K ﹤0.01%
100
1099
$2K ﹤0.01%
+24
1100
$2K ﹤0.01%
50
42 43
44
45 46