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
1051
$2.24K ﹤0.01%
91
1052
$2.24K ﹤0.01%
72
-2
1053
$2.17K ﹤0.01%
75
-26
1054
$2.16K ﹤0.01%
2,000
1055
$2.15K ﹤0.01%
32
+11
1056
$2.14K ﹤0.01%
27
-15
1057
$2.14K ﹤0.01%
9
1058
$2.12K ﹤0.01%
19
-12
1059
$2.11K ﹤0.01%
160
1060
$2.1K ﹤0.01%
40
1061
$2.09K ﹤0.01%
200
-200
1062
$2.06K ﹤0.01%
18
1063
$2.05K ﹤0.01%
1,442
-89
1064
$2.02K ﹤0.01%
10
1065
$1.98K ﹤0.01%
100
1066
$1.97K ﹤0.01%
18
1067
$1.96K ﹤0.01%
46
1068
$1.95K ﹤0.01%
70
1069
$1.94K ﹤0.01%
150
1070
$1.94K ﹤0.01%
519
-86
1071
$1.94K ﹤0.01%
114
-40
1072
$1.94K ﹤0.01%
26
1073
$1.93K ﹤0.01%
32
-47
1074
$1.93K ﹤0.01%
5
1075
$1.93K ﹤0.01%
127
-46
41 42
43
44 45