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
826
$6.98K ﹤0.01%
48
-13
827
$6.96K ﹤0.01%
215
+42
828
$6.95K ﹤0.01%
94
+52
829
$6.93K ﹤0.01%
443
+238
830
$6.91K ﹤0.01%
1,000
831
$6.89K ﹤0.01%
127
-3
832
$6.89K ﹤0.01%
330
+138
833
$6.88K ﹤0.01%
15
-1
834
$6.83K ﹤0.01%
86
-76
835
$6.81K ﹤0.01%
129
+20
836
$6.78K ﹤0.01%
171
+60
837
$6.76K ﹤0.01%
245
+149
838
$6.76K ﹤0.01%
+232
839
$6.75K ﹤0.01%
405
+81
840
$6.73K ﹤0.01%
237
+89
841
$6.7K ﹤0.01%
68
-41
842
$6.65K ﹤0.01%
75
-7
843
$6.62K ﹤0.01%
119
844
$6.59K ﹤0.01%
95
-2
845
$6.58K ﹤0.01%
175
-10
846
$6.55K ﹤0.01%
393
+111
847
$6.54K ﹤0.01%
73
-104
848
$6.53K ﹤0.01%
129
-3
849
$6.52K ﹤0.01%
+69
850
$6.46K ﹤0.01%
88
-7
32 33
34
35 36