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%
+100
1102
$2K ﹤0.01%
21
1103
$2K ﹤0.01%
56
1104
$2K ﹤0.01%
40
+12
1105
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128
-22
1106
$2K ﹤0.01%
55
-30
1107
$2K ﹤0.01%
28
-1,484
1108
$2K ﹤0.01%
+172
1109
$2K ﹤0.01%
75
1110
$2K ﹤0.01%
136
+35
1111
$2K ﹤0.01%
+100
1112
$2K ﹤0.01%
+57
1113
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69
-397
1114
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9
-22
1115
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85
1116
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+30
1117
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43
-8
1118
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+22
1119
$2K ﹤0.01%
+11
1120
$2K ﹤0.01%
25
1121
$2K ﹤0.01%
+44
1122
$2K ﹤0.01%
+33
1123
$2K ﹤0.01%
+52
1124
$2K ﹤0.01%
7
1125
$2K ﹤0.01%
19
+1
43 44
45
46 47