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
351
$74.5K 0.02%
303
+9
352
$74.5K 0.02%
3,700
-300
353
$74.3K 0.02%
2,643
+1,969
354
$74.2K 0.02%
760
+206
355
$74K 0.02%
1,871
-918
356
$72.9K 0.02%
636
357
$72K 0.02%
6,116
-44
358
$71.5K 0.02%
5,986
-1,365
359
$69.8K 0.02%
1,500
360
$69.2K 0.02%
3,791
+1,001
361
$68.9K 0.02%
2,279
+754
362
$67.8K 0.02%
7,767
-1,979
363
$67.2K 0.02%
6,570
+1,481
364
$67.2K 0.01%
703
+176
365
$66.8K 0.01%
2,766
366
$66.4K 0.01%
3,599
+806
367
$66.1K 0.01%
2,564
+1,148
368
$66.1K 0.01%
609
369
$65.8K 0.01%
263
-8
370
$65.6K 0.01%
1,553
371
$65.5K 0.01%
1,369
-64
372
$65.5K 0.01%
141
+47
373
$65.3K 0.01%
188
-82
374
$65K 0.01%
614
375
$64.8K 0.01%
435
-11
13 14
15
16 17