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
826
$11.8K ﹤0.01%
1,472
+680
827
$11.8K ﹤0.01%
319
+29
828
$11.8K ﹤0.01%
90
-4
829
$11.8K ﹤0.01%
31
+26
830
$11.7K ﹤0.01%
151
+96
831
$11.6K ﹤0.01%
118
832
$11.6K ﹤0.01%
415
-54
833
$11.6K ﹤0.01%
232
+72
834
$11.6K ﹤0.01%
441
-4
835
$11.6K ﹤0.01%
132
+42
836
$11.5K ﹤0.01%
501
837
$11.4K ﹤0.01%
168
-108
838
$11.4K ﹤0.01%
263
-304
839
$11.3K ﹤0.01%
251
+40
840
$11.3K ﹤0.01%
798
+683
841
$11.3K ﹤0.01%
300
842
$11.2K ﹤0.01%
631
-65
843
$11.2K ﹤0.01%
108
844
$11.2K ﹤0.01%
157
-27
845
$10.9K ﹤0.01%
221
+44
846
$10.9K ﹤0.01%
+247
847
$10.8K ﹤0.01%
204
+2
848
$10.8K ﹤0.01%
119
849
$10.8K ﹤0.01%
742
-37
850
$10.8K ﹤0.01%
366
-48
32 33
34
35 36