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
126
$191K 0.06%
6,126
+1
127
$184K 0.05%
2,986
128
$183K 0.05%
2,718
-2
129
$183K 0.05%
650
130
$176K 0.05%
4,591
+6
131
$173K 0.05%
5,760
+60
132
$173K 0.05%
2,538
+28
133
$170K 0.05%
1,552
-45
134
$169K 0.05%
598
135
$164K 0.05%
906
-500
136
$161K 0.05%
1,000
137
$161K 0.05%
827
138
$159K 0.05%
995
139
$157K 0.05%
1,718
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140
$156K 0.05%
1,295
141
$156K 0.05%
4,625
142
$156K 0.05%
878
143
$151K 0.04%
1,578
-57
144
$148K 0.04%
5,000
145
$147K 0.04%
1,900
146
$146K 0.04%
1,771
147
$144K 0.04%
7,058
-3,129
148
$144K 0.04%
1,022
149
$143K 0.04%
696
150
$141K 0.04%
1,174
+89
4 5
6
7 8