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
801
$7.99K ﹤0.01%
47
+3
802
$7.95K ﹤0.01%
208
-371
803
$7.93K ﹤0.01%
76
804
$7.91K ﹤0.01%
516
805
$7.9K ﹤0.01%
427
-86
806
$7.86K ﹤0.01%
87
-26
807
$7.85K ﹤0.01%
+98
808
$7.82K ﹤0.01%
21
-2
809
$7.78K ﹤0.01%
+30
810
$7.77K ﹤0.01%
101
+19
811
$7.76K ﹤0.01%
185
812
$7.74K ﹤0.01%
1,019
813
$7.73K ﹤0.01%
158
-104
814
$7.59K ﹤0.01%
265
+10
815
$7.59K ﹤0.01%
19
-2
816
$7.58K ﹤0.01%
119
817
$7.52K ﹤0.01%
+172
818
$7.51K ﹤0.01%
665
+138
819
$7.5K ﹤0.01%
118
-8
820
$7.44K ﹤0.01%
49
821
$7.43K ﹤0.01%
245
-8
822
$7.4K ﹤0.01%
292
-106
823
$7.15K ﹤0.01%
203
824
$7.02K ﹤0.01%
694
825
$7.01K ﹤0.01%
69
+2
31 32
33
34 35