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
776
$9.18K ﹤0.01%
191
-62
777
$9.16K ﹤0.01%
212
778
$9.15K ﹤0.01%
54
779
$9.06K ﹤0.01%
163
+146
780
$8.91K ﹤0.01%
118
-56
781
$8.79K ﹤0.01%
114
-6
782
$8.74K ﹤0.01%
20
783
$8.73K ﹤0.01%
584
784
$8.7K ﹤0.01%
215
-111
785
$8.65K ﹤0.01%
1,880
+256
786
$8.63K ﹤0.01%
376
787
$8.48K ﹤0.01%
131
788
$8.45K ﹤0.01%
85
+55
789
$8.37K ﹤0.01%
60
+8
790
$8.28K ﹤0.01%
481
+57
791
$8.25K ﹤0.01%
1,563
+1,514
792
$8.25K ﹤0.01%
129
+57
793
$8.24K ﹤0.01%
500
-48
794
$8.23K ﹤0.01%
10
-3
795
$8.21K ﹤0.01%
214
-37
796
$8.1K ﹤0.01%
200
797
$8.09K ﹤0.01%
151
-18
798
$8.06K ﹤0.01%
905
799
$8.04K ﹤0.01%
1,260
800
$8.01K ﹤0.01%
179
-33
30 31
32
33 34