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%
42
-10
1127
$2K ﹤0.01%
31
+14
1128
$2K ﹤0.01%
150
1129
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+246
1130
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25
1131
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75
+64
1132
$2K ﹤0.01%
+139
1133
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+105
1134
$2K ﹤0.01%
42
-2
1135
$2K ﹤0.01%
250
1136
$2K ﹤0.01%
31
+20
1137
$2K ﹤0.01%
+6
1138
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28
-10
1139
$2K ﹤0.01%
216
-550
1140
$2K ﹤0.01%
+30
1141
$2K ﹤0.01%
+106
1142
$2K ﹤0.01%
+350
1143
$2K ﹤0.01%
40
1144
$2K ﹤0.01%
34
+10
1145
$2K ﹤0.01%
32
+5
1146
$2K ﹤0.01%
62
1147
$2K ﹤0.01%
+29
1148
$2K ﹤0.01%
21
-8
1149
$2K ﹤0.01%
+59
1150
$2K ﹤0.01%
+50
44 45
46
47 48