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
426
$36.9K 0.01%
3,051
+85
427
$36.8K 0.01%
2,244
+243
428
$35.9K 0.01%
886
-25
429
$35.5K 0.01%
513
430
$35.5K 0.01%
2,167
431
$35.5K 0.01%
736
+190
432
$34.5K 0.01%
1,145
-46
433
$34.3K 0.01%
1,026
+11
434
$34.3K 0.01%
439
+101
435
$34K 0.01%
2,007
-1
436
$34K 0.01%
3,398
+13
437
$33.9K 0.01%
11
-9
438
$33.5K 0.01%
2,315
+2,219
439
$33.4K 0.01%
270
+66
440
$33K 0.01%
500
-89
441
$32.8K 0.01%
969
+184
442
$32.5K 0.01%
928
+32
443
$32.4K 0.01%
967
444
$32.4K 0.01%
442
+135
445
$32.4K 0.01%
142
446
$32.4K 0.01%
431
447
$32.2K 0.01%
2,514
448
$32.2K 0.01%
1,577
-245
449
$32.1K 0.01%
1,989
+76
450
$32K 0.01%
952
-113
16 17
18
19 20