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%
+24
1077
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50
1078
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+100
1079
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21
1080
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40
+12
1081
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128
-22
1082
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1083
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+11
1084
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+33
1085
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19
+1
1086
$2K ﹤0.01%
42
-10
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$2K ﹤0.01%
31
+14
1088
$2K ﹤0.01%
+350
1089
$2K ﹤0.01%
40
1090
$2K ﹤0.01%
34
+10
1091
$2K ﹤0.01%
92
-57
1092
$2K ﹤0.01%
+31
1093
$2K ﹤0.01%
54
-2
1094
$2K ﹤0.01%
621
1095
$2K ﹤0.01%
15
+7
1096
$2K ﹤0.01%
+67
1097
$2K ﹤0.01%
+115
1098
$2K ﹤0.01%
55
+15
1099
$2K ﹤0.01%
21
+14
1100
$2K ﹤0.01%
20
+16
42 43
44
45 46