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
476
$37.1K 0.01%
1,660
+693
477
$36.8K 0.01%
953
+641
478
$36.8K 0.01%
596
+272
479
$36.7K 0.01%
1,989
+869
480
$36.6K 0.01%
1,516
-501
481
$36.5K 0.01%
210
-96
482
$36.5K 0.01%
1,210
+509
483
$36.4K 0.01%
400
484
$36.2K 0.01%
928
485
$35.9K 0.01%
415
+22
486
$35.8K 0.01%
1,321
+272
487
$35.5K 0.01%
10
-1
488
$35.5K 0.01%
310
+12
489
$35.4K 0.01%
430
+301
490
$35.4K 0.01%
75
+29
491
$35.3K 0.01%
967
492
$35.2K 0.01%
1,041
+712
493
$34.9K 0.01%
350
-89
494
$34.9K 0.01%
234
+69
495
$34.9K 0.01%
1,226
+260
496
$34.9K 0.01%
4,236
+2,193
497
$34.8K 0.01%
889
+110
498
$34.8K 0.01%
667
+460
499
$34.8K 0.01%
258
500
$34.2K 0.01%
1,586
+1,065
18 19
20
21 22