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
476
$40.2K 0.01%
271
-12
477
$40.1K 0.01%
642
+106
478
$40K 0.01%
732
+319
479
$39.6K 0.01%
152
-65
480
$39.5K 0.01%
940
+787
481
$39K 0.01%
928
482
$39K 0.01%
998
-65
483
$38.7K 0.01%
1,700
+500
484
$38.6K 0.01%
919
+537
485
$38.6K 0.01%
242
+2
486
$38.1K 0.01%
2,127
+1,927
487
$38K 0.01%
144
488
$37.6K 0.01%
336
-2
489
$37.6K 0.01%
1,359
+133
490
$37.6K 0.01%
2,169
-475
491
$37.5K 0.01%
427
-11
492
$37.3K 0.01%
657
+392
493
$37.3K 0.01%
2,083
-174
494
$37.2K 0.01%
265
+121
495
$37.2K 0.01%
695
+287
496
$37.2K 0.01%
1,042
+279
497
$36.7K 0.01%
4,725
+511
498
$36.6K 0.01%
1,446
499
$36.3K 0.01%
132
+3
500
$36K 0.01%
2,579
+678
18 19
20
21 22