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
776
$14.3K ﹤0.01%
134
-3
777
$14.2K ﹤0.01%
488
-452
778
$14.1K ﹤0.01%
155
-7
779
$14K ﹤0.01%
17
780
$14K ﹤0.01%
839
+295
781
$14K ﹤0.01%
1,220
-14
782
$14K ﹤0.01%
259
+28
783
$14K ﹤0.01%
444
-78
784
$13.9K ﹤0.01%
133
785
$13.8K ﹤0.01%
216
786
$13.8K ﹤0.01%
+758
787
$13.8K ﹤0.01%
382
+43
788
$13.7K ﹤0.01%
100
789
$13.7K ﹤0.01%
56
-2
790
$13.7K ﹤0.01%
607
+9
791
$13.7K ﹤0.01%
1,178
-905
792
$13.7K ﹤0.01%
13
-8
793
$13.6K ﹤0.01%
176
-44
794
$13.5K ﹤0.01%
125
+2
795
$13.4K ﹤0.01%
386
+319
796
$13.3K ﹤0.01%
336
-7
797
$13.2K ﹤0.01%
842
+64
798
$13.1K ﹤0.01%
500
799
$13K ﹤0.01%
2,530
800
$13K ﹤0.01%
392
+372
30 31
32
33 34