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
$512M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,660
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$953K
3
+$354K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$333K
5
UPS icon
United Parcel Service
UPS
+$308K

Top Sells

1
+$387K
2
+$383K
3
+$269K
4
HD icon
Home Depot
HD
+$254K
5
IBM icon
IBM
IBM
+$183K

Sector Composition

1 Consumer Staples 39.45%
2 Industrials 14.93%
3 Technology 7.52%
4 Communication Services 7.38%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$2.56K ﹤0.01%
+38
1177
$2.54K ﹤0.01%
77
1178
$2.53K ﹤0.01%
+176
1179
$2.51K ﹤0.01%
238
+14
1180
$2.5K ﹤0.01%
12
-9
1181
$2.49K ﹤0.01%
186
1182
$2.49K ﹤0.01%
85
+10
1183
$2.48K ﹤0.01%
211
-12,441
1184
$2.48K ﹤0.01%
154
1185
$2.48K ﹤0.01%
134
-1,127
1186
$2.47K ﹤0.01%
+14
1187
$2.46K ﹤0.01%
114
+9
1188
$2.46K ﹤0.01%
+5
1189
$2.45K ﹤0.01%
+224
1190
$2.41K ﹤0.01%
1,700
1191
$2.37K ﹤0.01%
30
1192
$2.36K ﹤0.01%
50
+25
1193
$2.35K ﹤0.01%
19
-12
1194
$2.33K ﹤0.01%
190
-1
1195
$2.33K ﹤0.01%
211
+189
1196
$2.3K ﹤0.01%
1,019
1197
$2.3K ﹤0.01%
+63
1198
$2.29K ﹤0.01%
19
-1
1199
$2.28K ﹤0.01%
14
+3
1200
$2.27K ﹤0.01%
43
46 47
48
49 50