HCP
Hexagon Capital Partners Portfolio holdings
AUM
$449M
1-Year Return
25.06%
This Quarter Return
+6.59%
1 Year Return
+25.06%
3 Year Return
+91.27%
5 Year Return
+137.91%
10 Year Return
–
AUM
$358M
AUM Growth
+$14.1M
(+4.1%)
Cap. Flow
-$3.11M
Cap. Flow
% of AUM
-0.87%
Top 10 Holdings %
Top 10 Hldgs %
66.71%
Holding
1,545
New
80
Increased
353
Reduced
601
Closed
93
Top Buys
| 1 |
Darling Ingredients
DAR
|
+$292K |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$252K |
| 3 |
Charles Schwab
SCHW
|
+$239K |
| 4 |
Johnson & Johnson
JNJ
|
+$234K |
| 5 |
Ford
F
|
+$206K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$1.62M |
| 2 |
Netflix
NFLX
|
+$427K |
| 3 |
Vanguard Value ETF
VTV
|
+$380K |
| 4 |
Advanced Micro Devices
AMD
|
+$372K |
| 5 |
Intel
INTC
|
+$345K |
Sector Composition
| 1 | Consumer Staples | 33.57% |
| 2 | Industrials | 20.28% |
| 3 | Consumer Discretionary | 7.45% |
| 4 | Technology | 6.3% |
| 5 | Communication Services | 5.53% |
