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
376
$47.7K 0.01%
671
-80
377
$47.7K 0.01%
5,050
378
$47.5K 0.01%
307
-187
379
$47.2K 0.01%
8,000
380
$46.8K 0.01%
314
+26
381
$46.6K 0.01%
4,116
382
$46.6K 0.01%
1,436
383
$46.4K 0.01%
402
+127
384
$46.1K 0.01%
156
-4
385
$46.1K 0.01%
980
386
$46K 0.01%
2,507
387
$45.9K 0.01%
140
388
$45.8K 0.01%
1,000
389
$45.6K 0.01%
413
390
$45.5K 0.01%
629
391
$45.5K 0.01%
4,358
392
$45.3K 0.01%
12,700
393
$45.2K 0.01%
433
394
$45.1K 0.01%
1,273
395
$44.9K 0.01%
600
396
$44.7K 0.01%
2,269
-3
397
$44.6K 0.01%
433
+187
398
$43.9K 0.01%
439
-150
399
$43.6K 0.01%
4,541
400
$42.5K 0.01%
1,654
-263
14 15
16
17 18