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
451
$31.7K 0.01%
296
-6
452
$31.7K 0.01%
523
+24
453
$31.6K 0.01%
560
-204
454
$31.5K 0.01%
155
+20
455
$30.9K 0.01%
241
-3
456
$30.8K 0.01%
401
-1
457
$30.4K 0.01%
352
-7
458
$30.1K 0.01%
952
459
$30K 0.01%
256
-8
460
$29.9K 0.01%
258
461
$29.9K 0.01%
3,637
462
$29.7K 0.01%
2,793
+2,124
463
$29.5K 0.01%
129
+2
464
$29.4K 0.01%
316
-383
465
$29.3K 0.01%
393
+75
466
$29.2K 0.01%
389
467
$29K 0.01%
1,500
468
$29K 0.01%
1,404
+168
469
$28.9K 0.01%
462
-25
470
$28.7K 0.01%
254
-78
471
$28.6K 0.01%
966
-65
472
$28.6K 0.01%
253
-18
473
$28.6K 0.01%
1,090
+576
474
$28.5K 0.01%
203
-2
475
$28.4K 0.01%
1,608
-138
17 18
19
20 21