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
$450M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,532
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$929K
3
+$617K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$531K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$531K

Top Sells

1
+$8.16M
2
+$5.25M
3
+$1.27M
4
VUG icon
Vanguard Growth ETF
VUG
+$610K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$263K

Sector Composition

1 Consumer Staples 33.91%
2 Industrials 18.93%
3 Communication Services 7.19%
4 Technology 7.19%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$105K 0.02%
1,281
-101
302
$105K 0.02%
1,164
+386
303
$104K 0.02%
8,866
-257
304
$104K 0.02%
239
+33
305
$103K 0.02%
3,240
-1,074
306
$103K 0.02%
616
-9
307
$102K 0.02%
631
+116
308
$101K 0.02%
1,532
+235
309
$99.9K 0.02%
727
+186
310
$96.9K 0.02%
1,682
-36
311
$96.3K 0.02%
1,376
+586
312
$95.5K 0.02%
1,852
-318
313
$95.1K 0.02%
2,022
+83
314
$94.9K 0.02%
1,321
-177
315
$94.6K 0.02%
1,866
+174
316
$93.6K 0.02%
610
-133
317
$93.3K 0.02%
1,142
-494
318
$92.8K 0.02%
3,042
-3,715
319
$91.9K 0.02%
1,188
-166
320
$91.5K 0.02%
2,581
+705
321
$91.4K 0.02%
1,281
-21
322
$91.3K 0.02%
3,480
+1,300
323
$89.8K 0.02%
792
-495
324
$89.8K 0.02%
7,187
+1,471
325
$89.2K 0.02%
7,535
11 12
13
14 15