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
1151
$2K ﹤0.01%
21
-8
1152
$2K ﹤0.01%
+59
1153
$2K ﹤0.01%
+50
1154
$2K ﹤0.01%
+35
1155
$2K ﹤0.01%
41
1156
$2K ﹤0.01%
+14
1157
$2K ﹤0.01%
+59
1158
$2K ﹤0.01%
84
1159
$2K ﹤0.01%
+26
1160
$2K ﹤0.01%
+80
1161
$2K ﹤0.01%
364
-116
1162
$2K ﹤0.01%
78
-76
1163
$2K ﹤0.01%
23
1164
$2K ﹤0.01%
63
+52
1165
$2K ﹤0.01%
19
+14
1166
$2K ﹤0.01%
+110
1167
$1K ﹤0.01%
+50
1168
$1K ﹤0.01%
+16
1169
$1K ﹤0.01%
25
-8
1170
$1K ﹤0.01%
18
1171
$1K ﹤0.01%
+12
1172
$1K ﹤0.01%
+24
1173
$1K ﹤0.01%
600
1174
$1K ﹤0.01%
16
1175
$1K ﹤0.01%
32
+17
45 46
47
48 49