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
876
$5.87K ﹤0.01%
700
877
$5.87K ﹤0.01%
191
878
$5.82K ﹤0.01%
81
879
$5.81K ﹤0.01%
88
880
$5.81K ﹤0.01%
117
+17
881
$5.77K ﹤0.01%
52
+50
882
$5.77K ﹤0.01%
122
+32
883
$5.74K ﹤0.01%
45
-8
884
$5.73K ﹤0.01%
83
+24
885
$5.73K ﹤0.01%
28
-6
886
$5.71K ﹤0.01%
102
-198
887
$5.68K ﹤0.01%
76
+72
888
$5.63K ﹤0.01%
+197
889
$5.6K ﹤0.01%
125
+118
890
$5.58K ﹤0.01%
83
+45
891
$5.47K ﹤0.01%
46
+21
892
$5.46K ﹤0.01%
200
893
$5.45K ﹤0.01%
200
894
$5.43K ﹤0.01%
20
895
$5.42K ﹤0.01%
119
896
$5.41K ﹤0.01%
217
-3
897
$5.41K ﹤0.01%
32
-16
898
$5.37K ﹤0.01%
30
-3
899
$5.37K ﹤0.01%
60
-10
900
$5.36K ﹤0.01%
68
-37
34 35
36
37 38