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
1126
$2K ﹤0.01%
25
1127
$2K ﹤0.01%
+44
1128
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+52
1129
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7
1130
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150
1131
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1132
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25
1133
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75
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1134
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+139
1135
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+105
1136
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42
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31
+20
1139
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+6
1140
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28
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1141
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1142
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1143
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1144
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32
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1145
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62
1146
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+29
1147
$2K ﹤0.01%
+5
1148
$2K ﹤0.01%
21
-8
1149
$2K ﹤0.01%
+59
1150
$2K ﹤0.01%
+50
44 45
46
47 48