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
376
$64.6K 0.01%
662
-1,416
377
$64.2K 0.01%
3,745
+640
378
$64.2K 0.01%
214
379
$64K 0.01%
7,763
380
$64K 0.01%
4,605
-15
381
$63.7K 0.01%
340
382
$63.5K 0.01%
774
-94
383
$63.5K 0.01%
4,750
384
$62.5K 0.01%
4,745
385
$62.5K 0.01%
3,125
386
$62.3K 0.01%
249
-2
387
$62.3K 0.01%
285
388
$62K 0.01%
1,365
-361
389
$61.9K 0.01%
1,678
-166
390
$61.4K 0.01%
1,134
-392
391
$60.5K 0.01%
449
392
$60.3K 0.01%
5,000
393
$59.9K 0.01%
303
-4
394
$59.7K 0.01%
1,688
-1
395
$59.5K 0.01%
260
-1
396
$58.9K 0.01%
7,100
397
$58.6K 0.01%
132
+2
398
$57.9K 0.01%
500
399
$57.7K 0.01%
138
+59
400
$57.5K 0.01%
+2,100
14 15
16
17 18