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
301
$71.7K 0.02%
657
302
$71.6K 0.02%
262
+2
303
$71.3K 0.02%
1,253
+116
304
$71.2K 0.02%
1,909
-63
305
$70.9K 0.02%
1,744
+335
306
$69.9K 0.02%
2,056
-7
307
$69.4K 0.02%
2,082
-288
308
$68.3K 0.02%
2,526
+82
309
$68.1K 0.02%
616
-65
310
$67.8K 0.02%
412
-46
311
$67.7K 0.02%
3,705
-262
312
$67.4K 0.02%
1,219
-2
313
$66.6K 0.02%
1,790
+88
314
$66.4K 0.02%
1,931
+308
315
$66.3K 0.02%
703
+22
316
$66.1K 0.02%
95
+22
317
$65.4K 0.02%
505
+2
318
$65.1K 0.02%
2,140
319
$64.9K 0.02%
2,633
+37
320
$63.5K 0.02%
528
321
$62.9K 0.02%
309
+101
322
$62.2K 0.02%
2,766
323
$61.6K 0.02%
567
+13
324
$61.2K 0.02%
1,399
-15
325
$60.7K 0.02%
7,535
11 12
13
14 15