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 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
576
$27.7K 0.01%
2,166
-1
577
$27.2K 0.01%
500
578
$27.1K 0.01%
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579
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$27K 0.01%
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581
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582
$26.9K 0.01%
1,424
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583
$26.9K 0.01%
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281
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585
$26.8K 0.01%
271
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$26.7K 0.01%
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$26.7K 0.01%
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$26.1K 0.01%
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