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 20.46%
3 Consumer Discretionary 8.32%
4 Technology 7.19%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$48.4K 0.01%
636
+333
427
$48.1K 0.01%
1,436
428
$48.1K 0.01%
186
+112
429
$48.1K 0.01%
1,273
430
$48K 0.01%
12,700
431
$48K 0.01%
239
-76
432
$47.3K 0.01%
288
+6
433
$47.3K 0.01%
505
434
$46.7K 0.01%
447
435
$46.6K 0.01%
2,793
+549
436
$46.3K 0.01%
311
+265
437
$45.9K 0.01%
1,525
-129
438
$45.9K 0.01%
1,127
-18
439
$45.8K 0.01%
391
+368
440
$45.5K 0.01%
2,400
441
$45.3K 0.01%
2,269
442
$44.8K 0.01%
1,706
+129
443
$44.6K 0.01%
336
+83
444
$44.6K 0.01%
2,644
-979
445
$44.5K 0.01%
2,790
+221
446
$44.4K 0.01%
476
+28
447
$43.8K 0.01%
5,089
+525
448
$43.8K 0.01%
+547
449
$43.7K 0.01%
1,000
450
$43K 0.01%
547
-27
16 17
18
19 20