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
451
$45.9K 0.01%
3,258
-624
452
$45.7K 0.01%
4,929
+4,711
453
$45.7K 0.01%
2,287
-462
454
$45.6K 0.01%
471
+56
455
$45.5K 0.01%
696
+60
456
$44.8K 0.01%
954
-173
457
$44.7K 0.01%
226
+16
458
$44.5K 0.01%
898
+824
459
$44.3K 0.01%
1,564
+48
460
$43.7K 0.01%
163
+38
461
$43.7K 0.01%
506
-41
462
$43.4K 0.01%
1,568
+1,451
463
$43.3K 0.01%
483
-128
464
$43.3K 0.01%
335
+25
465
$43.2K 0.01%
916
-243
466
$42.9K 0.01%
1,200
-145
467
$42.7K 0.01%
1,530
-405
468
$42.4K 0.01%
247
469
$42.1K 0.01%
704
+108
470
$41.3K 0.01%
+4,000
471
$40.8K 0.01%
2,142
-127
472
$40.5K 0.01%
438
-7
473
$40.5K 0.01%
242
-46
474
$40.4K 0.01%
438
-22
475
$40.3K 0.01%
496
-12
17 18
19
20 21