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
151
$141K 0.04%
1,300
152
$139K 0.04%
3,392
-1,000
153
$138K 0.04%
874
154
$135K 0.04%
461
155
$135K 0.04%
4,593
156
$134K 0.04%
2,430
157
$133K 0.04%
3,574
-552
158
$132K 0.04%
365
159
$131K 0.04%
800
160
$131K 0.04%
734
161
$131K 0.04%
1,745
162
$129K 0.04%
737
163
$127K 0.04%
1,150
164
$124K 0.04%
4,074
-95
165
$124K 0.04%
3,046
-289
166
$120K 0.04%
1,447
167
$118K 0.03%
776
+13
168
$116K 0.03%
2,148
-219
169
$116K 0.03%
768
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170
$115K 0.03%
112
171
$114K 0.03%
442
-165
172
$112K 0.03%
733
173
$111K 0.03%
954
174
$111K 0.03%
1,031
175
$110K 0.03%
4,250
5 6
7
8 9