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
526
$22.4K 0.01%
145
-1
527
$22.4K 0.01%
513
+10
528
$22.3K 0.01%
216
-54
529
$22.3K 0.01%
1,187
530
$22.2K 0.01%
154
-31
531
$22.1K 0.01%
396
-152
532
$21.9K 0.01%
197
+10
533
$21.7K 0.01%
940
534
$21.6K 0.01%
94
+14
535
$21.6K 0.01%
1,160
536
$21.6K 0.01%
874
+391
537
$21.5K 0.01%
165
+34
538
$21.4K 0.01%
3,385
539
$21.3K 0.01%
190
540
$21.3K 0.01%
2,732
+42
541
$21.2K 0.01%
193
-304
542
$21K 0.01%
472
+3
543
$21K 0.01%
366
544
$21K 0.01%
282
+54
545
$20.8K 0.01%
847
-142
546
$20.8K 0.01%
967
+651
547
$20.6K 0.01%
72
+8
548
$20.4K 0.01%
142
-3
549
$20.2K 0.01%
611
-1,111
550
$20K 0.01%
46
+10
20 21
22
23 24