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
1201
$1K ﹤0.01%
29
1202
$1K ﹤0.01%
82
-51
1203
$1K ﹤0.01%
7
+2
1204
$1K ﹤0.01%
100
1205
$1K ﹤0.01%
10
1206
$1K ﹤0.01%
100
1207
$1K ﹤0.01%
14
1208
$1K ﹤0.01%
50
1209
$1K ﹤0.01%
29
1210
$1K ﹤0.01%
23
-86
1211
$1K ﹤0.01%
17
-3
1212
$1K ﹤0.01%
32
1213
$1K ﹤0.01%
14
+1
1214
$1K ﹤0.01%
6
-12
1215
$1K ﹤0.01%
32
1216
$1K ﹤0.01%
37
-18
1217
$1K ﹤0.01%
100
1218
$1K ﹤0.01%
+70
1219
$1K ﹤0.01%
134
1220
$1K ﹤0.01%
3
1221
$1K ﹤0.01%
+44
1222
$1K ﹤0.01%
14
1223
$1K ﹤0.01%
5
1224
$1K ﹤0.01%
+9
1225
$1K ﹤0.01%
5
+1
47 48
49
50 51