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
376
$64.8K 0.01%
250
-13
377
$64.7K 0.01%
2,708
-99
378
$64.7K 0.01%
5,000
379
$64.2K 0.01%
766
+6
380
$63.7K 0.01%
136
-2
381
$63.5K 0.01%
734
-408
382
$63.4K 0.01%
7,763
383
$63.3K 0.01%
1,553
384
$63.1K 0.01%
3,217
+309
385
$63K 0.01%
1,651
+286
386
$62.9K 0.01%
1,110
+406
387
$62.6K 0.01%
699
+175
388
$62.6K 0.01%
1,687
-1
389
$62.4K 0.01%
977
+174
390
$62K 0.01%
1,128
-862
391
$61.8K 0.01%
188
-1
392
$61.5K 0.01%
931
+308
393
$61.5K 0.01%
3,125
394
$61.2K 0.01%
449
395
$61K 0.01%
614
396
$60.9K 0.01%
247
-2
397
$60.8K 0.01%
+2,412
398
$60.6K 0.01%
122
+101
399
$60.4K 0.01%
310
-30
400
$60.4K 0.01%
1,144
+10
14 15
16
17 18