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
651
$22.6K ﹤0.01%
1,187
652
$22.4K ﹤0.01%
149
-19
653
$22.4K ﹤0.01%
465
-12
654
$22.4K ﹤0.01%
284
-58
655
$22.3K ﹤0.01%
243
-195
656
$22.1K ﹤0.01%
1,126
-34
657
$22.1K ﹤0.01%
105
-3
658
$22.1K ﹤0.01%
850
+328
659
$22.1K ﹤0.01%
232
+196
660
$21.9K ﹤0.01%
350
661
$21.9K ﹤0.01%
190
+4
662
$21.9K ﹤0.01%
470
+47
663
$21.8K ﹤0.01%
1,313
+280
664
$21.8K ﹤0.01%
901
+34
665
$21.7K ﹤0.01%
1,503
666
$21.5K ﹤0.01%
1,152
-449
667
$21.4K ﹤0.01%
2,187
-65
668
$21.4K ﹤0.01%
566
-65
669
$21.3K ﹤0.01%
593
+61
670
$21.2K ﹤0.01%
1,550
671
$21.2K ﹤0.01%
741
-58
672
$21.2K ﹤0.01%
153
-1
673
$21.2K ﹤0.01%
629
674
$21.1K ﹤0.01%
713
-214
675
$21K ﹤0.01%
624
-120
25 26
27
28 29