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
401
$58.6K 0.01%
4,945
+200
402
$58.5K 0.01%
122
-10
403
$57.9K 0.01%
132
-9
404
$57.9K 0.01%
2,727
+79
405
$57.8K 0.01%
916
+56
406
$57.6K 0.01%
574
-88
407
$56.8K 0.01%
261
+1
408
$56.8K 0.01%
132
-2
409
$56.7K 0.01%
600
410
$56.6K 0.01%
428
411
$56.6K 0.01%
2,824
+378
412
$56K 0.01%
275
-10
413
$56K 0.01%
7,522
-245
414
$55.8K 0.01%
4,000
+2,400
415
$55.7K 0.01%
2,494
-149
416
$55.3K 0.01%
6,695
+2,677
417
$55.2K 0.01%
876
+476
418
$55.1K 0.01%
1,500
419
$55K 0.01%
5,174
-812
420
$54.9K 0.01%
2,654
+26
421
$54.8K 0.01%
189
-5
422
$54.7K 0.01%
4,151
+60
423
$54.4K 0.01%
3,173
+2,096
424
$54.3K 0.01%
169
-19
425
$53.8K 0.01%
4,358
15 16
17
18 19