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
$415M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,536
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$975K
3
+$916K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$840K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$829K

Top Sells

1
+$1.79M
2
+$995K
3
+$829K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$644K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$484K

Sector Composition

1 Consumer Staples 31.16%
2 Industrials 20.46%
3 Consumer Discretionary 8.32%
4 Technology 7.19%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$2.02K ﹤0.01%
28
-4
1127
$2.01K ﹤0.01%
107
+101
1128
$2K ﹤0.01%
1,000
1129
$1.99K ﹤0.01%
5
1130
$1.97K ﹤0.01%
26
1131
$1.95K ﹤0.01%
94
+88
1132
$1.93K ﹤0.01%
218
-117
1133
$1.93K ﹤0.01%
43
+41
1134
$1.92K ﹤0.01%
12
1135
$1.92K ﹤0.01%
14
1136
$1.92K ﹤0.01%
313
+100
1137
$1.91K ﹤0.01%
150
1138
$1.91K ﹤0.01%
2,000
1139
$1.9K ﹤0.01%
6
+1
1140
$1.89K ﹤0.01%
70
1141
$1.89K ﹤0.01%
+32
1142
$1.88K ﹤0.01%
298
-54
1143
$1.88K ﹤0.01%
6
1144
$1.87K ﹤0.01%
122
1145
$1.86K ﹤0.01%
+77
1146
$1.83K ﹤0.01%
42
-27
1147
$1.8K ﹤0.01%
133
-904
1148
$1.79K ﹤0.01%
172
-128
1149
$1.78K ﹤0.01%
36
-22
1150
$1.77K ﹤0.01%
18
-1
44 45
46
47 48