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
$415M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,536
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$975K
3
+$916K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$840K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$829K

Top Sells

1
+$1.79M
2
+$995K
3
+$829K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$644K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$484K

Sector Composition

1 Consumer Staples 31.16%
2 Industrials 20.47%
3 Consumer Discretionary 8.32%
4 Technology 7.18%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$58.2K 0.01%
5,716
+3,716
377
$58.1K 0.01%
1,689
-15
378
$57.9K 0.01%
4,750
379
$57.6K 0.01%
1,433
-20
380
$57.6K 0.01%
2,908
+401
381
$57.5K 0.01%
449
382
$57.4K 0.01%
7,100
383
$57.2K 0.01%
446
-23
384
$57.2K 0.01%
1,159
+273
385
$57K 0.01%
4,778
+771
386
$56.4K 0.01%
124
+41
387
$56.2K 0.01%
295
+60
388
$55.5K 0.01%
261
-1
389
$55.4K 0.01%
2,843
+2,180
390
$55.3K 0.01%
2,749
+2,532
391
$55.1K 0.01%
611
+172
392
$54.8K 0.01%
554
+231
393
$54.6K 0.01%
951
+447
394
$54K 0.01%
251
395
$54K 0.01%
4,791
+250
396
$53.6K 0.01%
609
397
$53.5K 0.01%
3,882
+2,841
398
$53.3K 0.01%
340
-5
399
$53.2K 0.01%
+130
400
$52.8K 0.01%
217
+131
14 15
16
17 18