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
1151
$2K ﹤0.01%
+35
1152
$2K ﹤0.01%
41
1153
$2K ﹤0.01%
+14
1154
$2K ﹤0.01%
+59
1155
$2K ﹤0.01%
84
1156
$2K ﹤0.01%
+26
1157
$2K ﹤0.01%
+80
1158
$2K ﹤0.01%
364
-116
1159
$2K ﹤0.01%
78
-76
1160
$2K ﹤0.01%
23
1161
$2K ﹤0.01%
63
+52
1162
$2K ﹤0.01%
19
+14
1163
$2K ﹤0.01%
+110
1164
$2K ﹤0.01%
60
+57
1165
$2K ﹤0.01%
+98
1166
$2K ﹤0.01%
56
1167
$1K ﹤0.01%
212
1168
$1K ﹤0.01%
+23
1169
$1K ﹤0.01%
100
1170
$1K ﹤0.01%
+27
1171
$1K ﹤0.01%
+13
1172
$1K ﹤0.01%
41
1173
$1K ﹤0.01%
25
-8
1174
$1K ﹤0.01%
21
1175
$1K ﹤0.01%
13
+12
45 46
47
48 49