HCP

Hexagon Capital Partners Portfolio holdings

AUM $499M
1-Year Est. Return 20.02%
This Quarter Est. Return
1 Year Est. Return
+20.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,484
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$494K
3
+$453K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$408K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$364K

Top Sells

1
+$610K
2
+$332K
3
+$271K
4
BND icon
Vanguard Total Bond Market
BND
+$221K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$220K

Sector Composition

1 Consumer Staples 33.88%
2 Industrials 20.4%
3 Consumer Discretionary 7.42%
4 Communication Services 6.43%
5 Technology 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$92.8K 0.02%
2,017
+7
277
$91.5K 0.02%
4,369
-9
278
$90.5K 0.02%
1,041
-5
279
$90.1K 0.02%
1,325
+69
280
$88.6K 0.02%
450
+89
281
$87.5K 0.02%
2,609
-597
282
$86.2K 0.02%
439
283
$85.8K 0.02%
5,548
+2,199
284
$85K 0.02%
333
-5
285
$83.3K 0.02%
1,284
-83
286
$82.4K 0.02%
761
+113
287
$82.4K 0.02%
3,800
288
$81.5K 0.02%
1,625
289
$81.2K 0.02%
+1,035
290
$80.9K 0.02%
256
291
$80.3K 0.02%
270
292
$79.4K 0.02%
2,302
293
$78.9K 0.02%
+1,153
294
$78.8K 0.02%
2,375
295
$77.7K 0.02%
1,647
+653
296
$77.2K 0.02%
454
-111
297
$74.9K 0.02%
535
+52
298
$74.4K 0.02%
1,049
-6
299
$74.1K 0.02%
1,602
+8
300
$73.3K 0.02%
5,000
10 11
12
13 14