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
326
$88.5K 0.02%
789
+16
327
$88.4K 0.02%
247
-17
328
$87.9K 0.02%
680
-36
329
$86.6K 0.02%
3,800
330
$85.7K 0.02%
536
+200
331
$85.6K 0.02%
372
+77
332
$84.8K 0.02%
1,578
-110
333
$84.2K 0.02%
976
-220
334
$81K 0.02%
1,532
-348
335
$80.8K 0.02%
776
+102
336
$80.8K 0.02%
3,234
-597
337
$80.2K 0.02%
1,000
338
$80.2K 0.02%
725
-180
339
$80K 0.02%
1,263
+233
340
$79.1K 0.02%
1,115
+610
341
$77.4K 0.02%
4,108
+1,265
342
$77.3K 0.02%
2,807
-418
343
$76.8K 0.02%
825
-52
344
$76.2K 0.02%
1,077
+120
345
$75.9K 0.02%
2,214
+214
346
$75.5K 0.02%
12,518
347
$75.4K 0.02%
2,040
348
$75.2K 0.02%
2,375
349
$75.1K 0.02%
379
+42
350
$74.8K 0.02%
2,567
+1,162
12 13
14
15 16