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
$460M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,541
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$495K
3
+$310K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$278K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$255K

Top Sells

1
+$566K
2
+$510K
3
+$202K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$196K
5
BMY icon
Bristol-Myers Squibb
BMY
+$164K

Sector Composition

1 Consumer Staples 37.01%
2 Industrials 15.44%
3 Technology 8.04%
4 Communication Services 7.44%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$97.7K 0.02%
1,315
-217
302
$96.7K 0.02%
1,271
-50
303
$96.1K 0.02%
3,091
-149
304
$95.8K 0.02%
431
305
$95.8K 0.02%
897
-124
306
$94.9K 0.02%
2,944
-379
307
$94.8K 0.02%
695
-59
308
$94.8K 0.02%
1,125
+351
309
$93.8K 0.02%
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-85
310
$92.9K 0.02%
1,256
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311
$92.1K 0.02%
502
-39
312
$91.4K 0.02%
668
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313
$90.6K 0.02%
823
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314
$90.1K 0.02%
3,383
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315
$90K 0.02%
550
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$89.6K 0.02%
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317
$89.5K 0.02%
263
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318
$89.3K 0.02%
616
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2,342
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320
$88.5K 0.02%
3,848
+1,281
321
$88.3K 0.02%
639
-41
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$88.2K 0.02%
1,712
+814
323
$87K 0.02%
4,624
+833
324
$87K 0.02%
1,829
-37
325
$86.4K 0.02%
685
-120
11 12
13
14 15