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
1076
$1.92K ﹤0.01%
11
1077
$1.91K ﹤0.01%
40
+22
1078
$1.89K ﹤0.01%
13
1079
$1.89K ﹤0.01%
35
1080
$1.88K ﹤0.01%
24
1081
$1.87K ﹤0.01%
56
-20
1082
$1.86K ﹤0.01%
77
1083
$1.84K ﹤0.01%
+327
1084
$1.84K ﹤0.01%
19
1085
$1.84K ﹤0.01%
11
1086
$1.84K ﹤0.01%
42
1087
$1.83K ﹤0.01%
51
-25
1088
$1.82K ﹤0.01%
20
1089
$1.82K ﹤0.01%
222
1090
$1.8K ﹤0.01%
10
-11
1091
$1.79K ﹤0.01%
111
-11
1092
$1.78K ﹤0.01%
5
-2
1093
$1.77K ﹤0.01%
+12
1094
$1.75K ﹤0.01%
35
1095
$1.74K ﹤0.01%
122
1096
$1.71K ﹤0.01%
171
-18
1097
$1.71K ﹤0.01%
30
1098
$1.71K ﹤0.01%
352
-2,981
1099
$1.7K ﹤0.01%
123
-126
1100
$1.7K ﹤0.01%
6
-4
42 43
44
45 46