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
1276
– –
-12
1277
$0 ﹤0.01%
10
1278
$0 ﹤0.01%
+5
1279
$0 ﹤0.01%
2
-114
1280
$0 ﹤0.01%
23
1281
– –
-102
1282
– –
-5
1283
– –
-299
1284
$0 ﹤0.01%
11
-13
1285
$0 ﹤0.01%
+4
1286
– –
-736
1287
$0 ﹤0.01%
+3
1288
$0 ﹤0.01%
2
-363
1289
$0 ﹤0.01%
+1
1290
$0 ﹤0.01%
+3
1291
– –
-60
1292
$0 ﹤0.01%
12
1293
– –
-3,000
1294
$0 ﹤0.01%
5
-466
1295
– –
-40
1296
$0 ﹤0.01%
1
1297
$0 ﹤0.01%
2
1298
$0 ﹤0.01%
12
1299
$0 ﹤0.01%
26
-1,009
1300
$0 ﹤0.01%
1
-190
50 51
52
53 54