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
501
$36K 0.01%
1,495
+1,113
502
$35.6K 0.01%
12,700
503
$35.4K 0.01%
1,601
-59
504
$35.3K 0.01%
350
505
$35K 0.01%
879
506
$34.9K 0.01%
1,085
-74
507
$34.7K 0.01%
967
508
$34.7K 0.01%
99
+9
509
$34.5K 0.01%
238
+4
510
$34.4K 0.01%
902
-348
511
$34.4K 0.01%
+9,722
512
$34.3K 0.01%
491
-13
513
$34.2K 0.01%
137
514
$34.2K 0.01%
116
-96
515
$34.2K 0.01%
141
+135
516
$34.1K 0.01%
4,018
-218
517
$34.1K 0.01%
493
+225
518
$34.1K 0.01%
935
+26
519
$34K 0.01%
1,025
+25
520
$33.9K 0.01%
3,273
+12
521
$33.8K 0.01%
230
-46
522
$33.7K 0.01%
439
+50
523
$33.5K 0.01%
368
+4
524
$33.3K 0.01%
940
+270
525
$33.2K 0.01%
509
+6
19 20
21
22 23