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
476
$28.1K 0.01%
635
+300
477
$27.9K 0.01%
500
478
$27.9K 0.01%
1,039
-246
479
$27.8K 0.01%
504
-53
480
$27.8K 0.01%
219
481
$27.7K 0.01%
779
-78
482
$27.7K 0.01%
419
+179
483
$27.3K 0.01%
992
-143
484
$27.3K 0.01%
323
-21
485
$27.2K 0.01%
374
+61
486
$27.1K 0.01%
298
-95
487
$26.9K 0.01%
112
-7
488
$26.8K 0.01%
77
489
$26.7K 0.01%
1,218
+47
490
$26.2K 0.01%
495
+64
491
$26.2K 0.01%
2,766
+545
492
$26K 0.01%
1,071
+430
493
$25.9K 0.01%
1,633
494
$25.8K 0.01%
669
+112
495
$25.8K 0.01%
72
496
$25.7K 0.01%
377
-1
497
$25.5K 0.01%
1,627
+758
498
$25.1K 0.01%
311
499
$25K 0.01%
500
+35
500
$25K 0.01%
+600
18 19
20
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