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
1126
$1.46K ﹤0.01%
+12
1127
$1.45K ﹤0.01%
+2
1128
$1.45K ﹤0.01%
52
1129
$1.43K ﹤0.01%
30
-18
1130
$1.41K ﹤0.01%
100
1131
$1.4K ﹤0.01%
1,000
1132
$1.39K ﹤0.01%
58
1133
$1.38K ﹤0.01%
+100
1134
$1.37K ﹤0.01%
47
1135
$1.37K ﹤0.01%
75
-23
1136
$1.36K ﹤0.01%
67
1137
$1.36K ﹤0.01%
30
-25
1138
$1.35K ﹤0.01%
50
1139
$1.35K ﹤0.01%
16
1140
$1.34K ﹤0.01%
15
+1
1141
$1.32K ﹤0.01%
21
-40
1142
$1.32K ﹤0.01%
30
-28
1143
$1.31K ﹤0.01%
40
-50
1144
$1.31K ﹤0.01%
22
1145
$1.28K ﹤0.01%
32
1146
$1.27K ﹤0.01%
9
1147
$1.27K ﹤0.01%
30
1148
$1.25K ﹤0.01%
13
+3
1149
$1.24K ﹤0.01%
20
-12
1150
$1.24K ﹤0.01%
13
-32
44 45
46
47 48