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
326
$60.1K 0.02%
299
-53
327
$60K 0.02%
288
+47
328
$59.7K 0.02%
+636
329
$59.7K 0.02%
2,180
-2,300
330
$59.5K 0.02%
988
+340
331
$59.5K 0.02%
7,818
332
$59.5K 0.02%
1,000
333
$58.1K 0.02%
1,553
334
$57.9K 0.02%
3,623
335
$56.9K 0.01%
943
+14
336
$56.7K 0.01%
1,597
-13
337
$56.5K 0.01%
1,325
-69
338
$55.7K 0.01%
315
339
$55.4K 0.01%
3,125
340
$54.9K 0.01%
3,330
-295
341
$54.8K 0.01%
4,750
342
$54.2K 0.01%
504
-14
343
$54.1K 0.01%
2,882
+628
344
$54K 0.01%
2,017
-11
345
$53.8K 0.01%
7,100
346
$53.8K 0.01%
323
347
$53.8K 0.01%
1,453
-83
348
$53.7K 0.01%
609
349
$53.6K 0.01%
438
+120
350
$53.3K 0.01%
1,128
12 13
14
15 16