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
1101
$2K ﹤0.01%
50
-5
1102
$2K ﹤0.01%
91
1103
$2K ﹤0.01%
+28
1104
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61
+53
1105
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56
1106
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55
-30
1107
$2K ﹤0.01%
28
-1,484
1108
$2K ﹤0.01%
+172
1109
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75
1110
$2K ﹤0.01%
136
+35
1111
$2K ﹤0.01%
+100
1112
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+57
1113
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183
+133
1114
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17
+6
1115
$2K ﹤0.01%
69
-397
1116
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+144
1117
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9
-22
1118
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85
1119
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+30
1120
$2K ﹤0.01%
43
-8
1121
$2K ﹤0.01%
+31
1122
$2K ﹤0.01%
185
-62
1123
$2K ﹤0.01%
+10
1124
$2K ﹤0.01%
50
1125
$2K ﹤0.01%
64
+29
43 44
45
46 47