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
626
$24.4K 0.01%
1,167
+340
627
$24.4K 0.01%
+745
628
$24.3K 0.01%
164
629
$24.3K 0.01%
3,641
-119
630
$24.1K 0.01%
208
-57
631
$24.1K 0.01%
521
632
$24.1K 0.01%
1,791
+679
633
$24.1K 0.01%
836
634
$24.1K 0.01%
398
+93
635
$23.8K 0.01%
354
-6
636
$23.8K 0.01%
1,009
+749
637
$23.8K 0.01%
+268
638
$23.8K 0.01%
476
-20
639
$23.8K 0.01%
290
640
$23.7K 0.01%
332
-164
641
$23.6K 0.01%
1,261
642
$23.2K 0.01%
330
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643
$23.2K 0.01%
422
644
$23.2K 0.01%
237
-4
645
$23.2K 0.01%
1,160
646
$23K 0.01%
1,008
+404
647
$22.8K 0.01%
514
-12
648
$22.8K 0.01%
982
+154
649
$22.7K ﹤0.01%
2,006
-159
650
$22.7K ﹤0.01%
608
+216
24 25
26
27 28