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
551
$27.4K 0.01%
1,520
-469
552
$27.4K 0.01%
195
-75
553
$27.4K 0.01%
1,219
+1
554
$27.4K 0.01%
422
-73
555
$27.1K 0.01%
144
-1
556
$27K 0.01%
979
+557
557
$27K 0.01%
360
+147
558
$26.9K 0.01%
130
+100
559
$26.9K 0.01%
941
+557
560
$26.8K 0.01%
135
+81
561
$26.5K 0.01%
145
+104
562
$26.4K 0.01%
500
563
$26.4K 0.01%
326
+95
564
$26.2K 0.01%
86
+28
565
$26.2K 0.01%
2,200
566
$26K 0.01%
1,921
567
$25.7K 0.01%
219
+197
568
$25.5K 0.01%
+100
569
$25K 0.01%
+794
570
$24.8K 0.01%
261
+99
571
$24.8K 0.01%
858
+677
572
$24.7K 0.01%
975
+532
573
$24.7K 0.01%
503
+52
574
$24.5K 0.01%
1,200
575
$24.4K 0.01%
184
-6
21 22
23
24 25