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
401
$42.3K 0.01%
4,072
+5
402
$42.2K 0.01%
1,142
-728
403
$42K 0.01%
2,400
404
$42K 0.01%
3,345
+1,375
405
$41.9K 0.01%
326
406
$41.7K 0.01%
855
-153
407
$41.4K 0.01%
2,569
+127
408
$41.4K 0.01%
574
+19
409
$41.2K 0.01%
447
410
$40.5K 0.01%
129
411
$40.5K 0.01%
83
-4
412
$40.4K 0.01%
282
-66
413
$40.4K 0.01%
581
+438
414
$40.2K 0.01%
448
-41
415
$39.5K 0.01%
315
416
$39.2K 0.01%
4,000
417
$38.8K 0.01%
709
-100
418
$38.7K 0.01%
4,564
+2,437
419
$38.5K 0.01%
500
420
$38.4K 0.01%
235
-17
421
$37.3K 0.01%
2,150
-495
422
$37.3K 0.01%
1,085
+665
423
$37.3K 0.01%
674
-13
424
$37.3K 0.01%
1,152
+198
425
$37K 0.01%
400
15 16
17
18 19