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
951
$3.88K ﹤0.01%
15
-2
952
$3.83K ﹤0.01%
109
+33
953
$3.82K ﹤0.01%
83
954
$3.81K ﹤0.01%
61
+49
955
$3.8K ﹤0.01%
109
956
$3.75K ﹤0.01%
36
957
$3.72K ﹤0.01%
14
958
$3.7K ﹤0.01%
48
-127
959
$3.7K ﹤0.01%
210
+58
960
$3.69K ﹤0.01%
335
-428
961
$3.67K ﹤0.01%
300
962
$3.66K ﹤0.01%
25
+5
963
$3.64K ﹤0.01%
107
+82
964
$3.63K ﹤0.01%
250
-58
965
$3.61K ﹤0.01%
17
966
$3.6K ﹤0.01%
61
-3
967
$3.6K ﹤0.01%
101
-33
968
$3.57K ﹤0.01%
14
969
$3.56K ﹤0.01%
100
970
$3.55K ﹤0.01%
9
+7
971
$3.54K ﹤0.01%
+93
972
$3.46K ﹤0.01%
30
973
$3.44K ﹤0.01%
329
-180
974
$3.44K ﹤0.01%
252
-10
975
$3.43K ﹤0.01%
64
-21
37 38
39
40 41