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
426
$51.3K 0.01%
527
+97
427
$50.9K 0.01%
8,000
428
$50.8K 0.01%
134
+5
429
$50.7K 0.01%
2,138
+1,136
430
$50.7K 0.01%
447
431
$50.6K 0.01%
688
+477
432
$50.2K 0.01%
594
-211
433
$50.1K 0.01%
1,436
434
$50K 0.01%
5,050
435
$50K 0.01%
860
-91
436
$49.6K 0.01%
2,400
437
$49.4K 0.01%
1,080
+426
438
$49.4K 0.01%
2,628
+1,454
439
$49.4K 0.01%
500
440
$49.1K 0.01%
1,358
+317
441
$48.8K 0.01%
1,142
+189
442
$48.7K 0.01%
2,085
-349
443
$48.4K 0.01%
797
+97
444
$48.1K 0.01%
5,410
+3,775
445
$48.1K 0.01%
623
+88
446
$47.2K 0.01%
13
+3
447
$46.9K 0.01%
547
448
$46.6K 0.01%
874
449
$46.6K 0.01%
1,340
+410
450
$46.2K 0.01%
97
+3
16 17
18
19 20