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
951
$6.94K ﹤0.01%
159
+47
952
$6.88K ﹤0.01%
75
953
$6.76K ﹤0.01%
200
954
$6.64K ﹤0.01%
133
+38
955
$6.62K ﹤0.01%
212
-390
956
$6.56K ﹤0.01%
99
+7
957
$6.54K ﹤0.01%
28
-4
958
$6.53K ﹤0.01%
+396
959
$6.5K ﹤0.01%
+291
960
$6.5K ﹤0.01%
193
-60
961
$6.38K ﹤0.01%
54
-5
962
$6.36K ﹤0.01%
+138
963
$6.33K ﹤0.01%
90
-78
964
$6.32K ﹤0.01%
77
965
$6.29K ﹤0.01%
76
+22
966
$6.27K ﹤0.01%
106
+68
967
$6.26K ﹤0.01%
77
+75
968
$6.25K ﹤0.01%
5,000
969
$6.24K ﹤0.01%
36
+6
970
$6.24K ﹤0.01%
122
-14
971
$6.23K ﹤0.01%
907
972
$6.22K ﹤0.01%
101
973
$6.21K ﹤0.01%
74
-1
974
$6.15K ﹤0.01%
49
+12
975
$6.12K ﹤0.01%
123
37 38
39
40 41