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
201
$93K 0.03%
1,164
+23
202
$92K 0.03%
6,764
-166
203
$92K 0.03%
1,180
+278
204
$89K 0.03%
1,214
205
$89K 0.03%
1,687
206
$88K 0.03%
3,020
-1
207
$87K 0.03%
881
-141
208
$87K 0.03%
1,868
209
$87K 0.03%
1,345
-500
210
$85K 0.03%
906
211
$85K 0.03%
1,222
212
$83K 0.02%
2,765
213
$83K 0.02%
8,000
214
$82K 0.02%
2,684
-1
215
$82K 0.02%
1,419
-300
216
$80K 0.02%
942
+22
217
$80K 0.02%
908
218
$80K 0.02%
279
219
$80K 0.02%
621
220
$79K 0.02%
209
221
$78K 0.02%
1,660
222
$78K 0.02%
210
223
$77K 0.02%
1,457
224
$76K 0.02%
2,211
+117
225
$75K 0.02%
355
7 8
9
10 11