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
501
$24.9K 0.01%
526
-16
502
$24.8K 0.01%
360
-672
503
$24.8K 0.01%
1,804
+1
504
$24.7K 0.01%
1,049
+42
505
$24.6K 0.01%
122
+23
506
$24.6K 0.01%
343
+40
507
$24.6K 0.01%
56
-13
508
$24.1K 0.01%
2,098
509
$24.1K 0.01%
563
-112
510
$24K 0.01%
508
511
$23.9K 0.01%
+2,915
512
$23.9K 0.01%
1,921
513
$23.7K 0.01%
69
+5
514
$23.3K 0.01%
609
-172
515
$23.1K 0.01%
500
516
$23K 0.01%
422
-15
517
$22.9K 0.01%
800
-386
518
$22.9K 0.01%
253
519
$22.8K 0.01%
320
520
$22.8K 0.01%
719
+81
521
$22.8K 0.01%
845
-208
522
$22.7K 0.01%
2,200
523
$22.6K 0.01%
316
+7
524
$22.6K 0.01%
26
525
$22.4K 0.01%
820
+88
19 20
21
22 23