HCP

Hexagon Capital Partners Portfolio holdings

AUM $449M
1-Year Est. Return 25.06%
This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$229K
2
+$217K
3
+$142K
4
GIS icon
General Mills
GIS
+$92.8K
5
AMD icon
Advanced Micro Devices
AMD
+$91.6K

Top Sells

1
+$3.82M
2
+$819K
3
+$237K
4
AAPL icon
Apple
AAPL
+$218K
5
FDX icon
FedEx
FDX
+$208K

Sector Composition

1 Consumer Staples 37.59%
2 Industrials 23.38%
3 Communication Services 6.64%
4 Technology 6.04%
5 Financials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$272K 0.08%
3,808
102
$266K 0.08%
1,806
103
$261K 0.08%
4,996
+50
104
$257K 0.08%
4,184
105
$253K 0.07%
6,254
-244
106
$250K 0.07%
2,206
107
$249K 0.07%
704
-72
108
$248K 0.07%
922
109
$246K 0.07%
1,460
-70
110
$235K 0.07%
2,531
111
$229K 0.07%
+48,800
112
$225K 0.07%
1,061
113
$220K 0.06%
900
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114
$219K 0.06%
1,425
115
$218K 0.06%
841
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116
$217K 0.06%
+14,520
117
$217K 0.06%
3,716
118
$213K 0.06%
602
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119
$202K 0.06%
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120
$198K 0.06%
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121
$197K 0.06%
3,319
-104
122
$195K 0.06%
873
+196
123
$193K 0.06%
1,369
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124
$192K 0.06%
6,495
-445
125
$191K 0.06%
3,559
-38
3 4
5
6 7