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
1176
$1K ﹤0.01%
20
1177
$1K ﹤0.01%
350
+100
1178
$1K ﹤0.01%
25
+2
1179
$1K ﹤0.01%
7
+2
1180
$1K ﹤0.01%
100
1181
$1K ﹤0.01%
10
1182
$1K ﹤0.01%
17
1183
$1K ﹤0.01%
5
1184
$1K ﹤0.01%
378
+365
1185
$1K ﹤0.01%
42
+2
1186
$1K ﹤0.01%
+14
1187
$1K ﹤0.01%
10
1188
$1K ﹤0.01%
+27
1189
$1K ﹤0.01%
+13
1190
$1K ﹤0.01%
41
1191
$1K ﹤0.01%
20
1192
$1K ﹤0.01%
21
1193
$1K ﹤0.01%
13
+12
1194
$1K ﹤0.01%
47
1195
$1K ﹤0.01%
6
+2
1196
$1K ﹤0.01%
22
-3
1197
$1K ﹤0.01%
32
1198
$1K ﹤0.01%
+7
1199
$1K ﹤0.01%
9
-400
1200
$1K ﹤0.01%
+35
46 47
48
49 50