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
1151
$1.23K ﹤0.01%
33
-4
1152
$1.23K ﹤0.01%
3
1153
$1.22K ﹤0.01%
95
-25
1154
$1.19K ﹤0.01%
9
-5
1155
$1.19K ﹤0.01%
6
1156
$1.18K ﹤0.01%
13
-32
1157
$1.17K ﹤0.01%
30
-5
1158
$1.17K ﹤0.01%
3
-3
1159
$1.16K ﹤0.01%
32
1160
$1.14K ﹤0.01%
50
1161
$1.14K ﹤0.01%
21
1162
$1.13K ﹤0.01%
25
1163
$1.13K ﹤0.01%
284
-444
1164
$1.1K ﹤0.01%
23
1165
$1.1K ﹤0.01%
22
1166
$1.1K ﹤0.01%
18
-12
1167
$1.1K ﹤0.01%
100
1168
$1.08K ﹤0.01%
10
-35
1169
$1.08K ﹤0.01%
213
1170
$1.07K ﹤0.01%
21
+9
1171
$1.07K ﹤0.01%
5
1172
$1.07K ﹤0.01%
+19
1173
$1.06K ﹤0.01%
12
-29
1174
$1.05K ﹤0.01%
20
1175
$1.05K ﹤0.01%
37
-1
45 46
47
48 49