HCP
Hexagon Capital Partners Portfolio holdings
AUM
$449M
1-Year Return
25.06%
This Quarter Return
-0.25%
1 Year Return
+25.06%
3 Year Return
+91.27%
5 Year Return
+137.91%
10 Year Return
–
AUM
$336M
AUM Growth
+$1.8M
(+0.54%)
Cap. Flow
+$5.85M
Cap. Flow
% of AUM
1.74%
Top 10 Holdings %
Top 10 Hldgs %
64.15%
Holding
1,489
New
223
Increased
547
Reduced
318
Closed
55
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$7.22M |
| 2 |
JB Hunt Transport Services
JBHT
|
+$1.39M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.24M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.24M |
| 5 |
Advanced Micro Devices
AMD
|
+$961K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$3.07M |
| 2 |
Apple
AAPL
|
+$1.62M |
| 3 |
Cleveland-Cliffs
CLF
|
+$1.22M |
| 4 |
Microsoft
MSFT
|
+$1.01M |
| 5 |
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% |
