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
$383M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,484
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$494K
3
+$453K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$408K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$364K

Top Sells

1
+$610K
2
+$332K
3
+$271K
4
BND icon
Vanguard Total Bond Market
BND
+$221K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$220K

Sector Composition

1 Consumer Staples 33.88%
2 Industrials 20.4%
3 Consumer Discretionary 7.42%
4 Communication Services 6.43%
5 Technology 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$10.7K ﹤0.01%
1,185
+1,072
727
$10.7K ﹤0.01%
141
728
$10.7K ﹤0.01%
334
-455
729
$10.6K ﹤0.01%
1,053
730
$10.6K ﹤0.01%
159
-16
731
$10.6K ﹤0.01%
77
+19
732
$10.5K ﹤0.01%
256
733
$10.5K ﹤0.01%
207
-76
734
$10.5K ﹤0.01%
213
+14
735
$10.5K ﹤0.01%
17
-4
736
$10.4K ﹤0.01%
177
+35
737
$10.4K ﹤0.01%
50
738
$10.4K ﹤0.01%
101
-8
739
$10.3K ﹤0.01%
194
+20
740
$10.2K ﹤0.01%
81
+18
741
$10.2K ﹤0.01%
76
-5
742
$10.2K ﹤0.01%
226
+135
743
$10.2K ﹤0.01%
500
744
$10.1K ﹤0.01%
90
-4
745
$10.1K ﹤0.01%
108
-56
746
$10K ﹤0.01%
426
+63
747
$10K ﹤0.01%
48
-24
748
$9.95K ﹤0.01%
+123
749
$9.93K ﹤0.01%
1,540
-3
750
$9.91K ﹤0.01%
323
+9
28 29
30
31 32