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
351
$52.8K 0.01%
4,007
+739
352
$52.4K 0.01%
214
353
$52.4K 0.01%
299
-29
354
$52.3K 0.01%
12,518
355
$52.2K 0.01%
1,000
-4,002
356
$51.6K 0.01%
614
357
$51.4K 0.01%
1,192
+413
358
$51.4K 0.01%
588
+98
359
$51.3K 0.01%
+2,140
360
$51.3K 0.01%
801
+218
361
$51.2K 0.01%
1,704
-79
362
$51K 0.01%
389
+6
363
$51K 0.01%
472
+1
364
$50.8K 0.01%
1,726
365
$50.1K 0.01%
487
+12
366
$49.9K 0.01%
449
367
$49.6K 0.01%
251
-19
368
$49.6K 0.01%
262
369
$49.3K 0.01%
469
-54
370
$49K 0.01%
1,930
+778
371
$49K 0.01%
879
-300
372
$48.5K 0.01%
4,921
-310
373
$48.2K 0.01%
345
374
$48.1K 0.01%
2,000
375
$47.8K 0.01%
306
+90
13 14
15
16 17