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
426
$53.6K 0.01%
2,081
-4
427
$53.2K 0.01%
5,722
-4,000
428
$53K 0.01%
2,181
+43
429
$52.9K 0.01%
1,009
+93
430
$52.8K 0.01%
629
431
$52.3K 0.01%
441
+9
432
$51.7K 0.01%
116
+55
433
$51.7K 0.01%
1,995
+1,557
434
$51.5K 0.01%
13
435
$51.5K 0.01%
436
-40
436
$51.2K 0.01%
3,015
-730
437
$51.1K 0.01%
2,400
438
$51.1K 0.01%
4,921
-8
439
$51K 0.01%
4,791
440
$50.7K 0.01%
8,000
441
$50.5K 0.01%
4,116
442
$50.5K 0.01%
500
443
$50.1K 0.01%
+292
444
$49K 0.01%
718
+225
445
$48.7K 0.01%
1,436
446
$48.5K 0.01%
447
447
$48.2K 0.01%
5,050
448
$48K 0.01%
596
+69
449
$47.9K 0.01%
1,107
+188
450
$47.9K 0.01%
359
+25
16 17
18
19 20