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
476
$40.9K 0.01%
4,000
477
$40.8K 0.01%
928
478
$40.7K 0.01%
137
-1
479
$40.7K 0.01%
716
+59
480
$40.5K 0.01%
315
-112
481
$40.4K 0.01%
742
+10
482
$40.3K 0.01%
266
+24
483
$39.9K 0.01%
+1,827
484
$39.8K 0.01%
776
-98
485
$39.8K 0.01%
385
-440
486
$39.7K 0.01%
616
+22
487
$39.5K 0.01%
432
-51
488
$39.3K 0.01%
313
+75
489
$39.1K 0.01%
400
-100
490
$38.9K 0.01%
1,496
+1
491
$38.7K 0.01%
26
492
$38.5K 0.01%
1,258
+190
493
$38.3K 0.01%
100
494
$38.3K 0.01%
2,168
+41
495
$37.9K 0.01%
127
+93
496
$37.8K 0.01%
1,067
+42
497
$37.7K 0.01%
2,169
498
$37.5K 0.01%
684
+370
499
$37.4K 0.01%
868
-130
500
$37.4K 0.01%
3,492
+322
18 19
20
21 22