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
751
$9.84K ﹤0.01%
195
752
$9.8K ﹤0.01%
108
753
$9.76K ﹤0.01%
64
+38
754
$9.72K ﹤0.01%
500
755
$9.72K ﹤0.01%
170
+42
756
$9.69K ﹤0.01%
200
757
$9.69K ﹤0.01%
521
+59
758
$9.66K ﹤0.01%
58
+49
759
$9.65K ﹤0.01%
229
+189
760
$9.64K ﹤0.01%
384
+171
761
$9.61K ﹤0.01%
163
+3
762
$9.59K ﹤0.01%
358
-98
763
$9.58K ﹤0.01%
280
+176
764
$9.55K ﹤0.01%
500
765
$9.47K ﹤0.01%
25
766
$9.47K ﹤0.01%
177
767
$9.46K ﹤0.01%
422
+253
768
$9.43K ﹤0.01%
232
+215
769
$9.41K ﹤0.01%
404
-239
770
$9.34K ﹤0.01%
93
-6
771
$9.33K ﹤0.01%
3,100
772
$9.32K ﹤0.01%
248
+32
773
$9.3K ﹤0.01%
37
774
$9.28K ﹤0.01%
226
-91
775
$9.26K ﹤0.01%
210
-69
29 30
31
32 33