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
176
$110K 0.03%
819
+10
177
$108K 0.03%
487
+200
178
$108K 0.03%
4,954
+848
179
$107K 0.03%
2,023
+825
180
$107K 0.03%
3,068
-40
181
$106K 0.03%
2,133
182
$105K 0.03%
211
+30
183
$105K 0.03%
2,144
184
$105K 0.03%
905
185
$104K 0.03%
3,075
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186
$103K 0.03%
1,778
187
$102K 0.03%
1,193
188
$101K 0.03%
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189
$101K 0.03%
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190
$100K 0.03%
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191
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2,187
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$100K 0.03%
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193
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194
$97K 0.03%
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195
$97K 0.03%
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196
$97K 0.03%
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197
$96K 0.03%
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198
$95K 0.03%
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199
$94K 0.03%
2,000
200
$93K 0.03%
481
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