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
$336M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,489
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$1.39M
3
+$1.24M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.24M
5
AMD icon
Advanced Micro Devices
AMD
+$961K

Top Sells

1
+$3.07M
2
+$1.62M
3
+$1.22M
4
MSFT icon
Microsoft
MSFT
+$1.01M
5
LMT icon
Lockheed Martin
LMT
+$703K

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
1101
$2K ﹤0.01%
+30
1102
$2K ﹤0.01%
+350
1103
$2K ﹤0.01%
40
1104
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34
+10
1105
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32
+5
1106
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62
1107
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+29
1108
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+26
1109
$2K ﹤0.01%
+80
1110
$2K ﹤0.01%
364
-116
1111
$2K ﹤0.01%
78
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1112
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1113
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63
+52
1114
$2K ﹤0.01%
+144
1115
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9
-22
1116
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85
1117
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+30
1118
$2K ﹤0.01%
+31
1119
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92
-57
1120
$2K ﹤0.01%
134
1121
$2K ﹤0.01%
5
+3
1122
$2K ﹤0.01%
50
-5
1123
$2K ﹤0.01%
91
1124
$2K ﹤0.01%
128
-22
1125
$2K ﹤0.01%
55
-30
43 44
45
46 47