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
526
$33.3K 0.01%
1,381
+22
527
$33.2K 0.01%
962
+507
528
$33.2K 0.01%
694
+38
529
$33.2K 0.01%
137
530
$33.1K 0.01%
+626
531
$33.1K 0.01%
750
+459
532
$33K 0.01%
336
533
$32.9K 0.01%
2,402
-856
534
$32.4K 0.01%
213
+24
535
$32.4K 0.01%
240
-7
536
$32.3K 0.01%
1,552
+226
537
$32.2K 0.01%
471
+62
538
$31.8K 0.01%
219
-11
539
$31.8K 0.01%
155
540
$31.7K 0.01%
128
-24
541
$31.7K 0.01%
82
-2
542
$31.6K 0.01%
967
543
$31.6K 0.01%
368
+32
544
$31.6K 0.01%
203
545
$31.5K 0.01%
3,637
546
$31.5K 0.01%
1,247
+132
547
$31.5K 0.01%
424
+10
548
$30.7K 0.01%
500
+97
549
$30.7K 0.01%
117
-15
550
$30.7K 0.01%
1,109
-66
20 21
22
23 24