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
526
$33.2K 0.01%
2,165
+651
527
$33.2K 0.01%
64
-11
528
$33K 0.01%
535
+32
529
$33K 0.01%
309
-301
530
$32.8K 0.01%
638
-616
531
$32.8K 0.01%
337
-41
532
$32.7K 0.01%
3,637
533
$32.5K 0.01%
26
534
$32.4K 0.01%
414
-13
535
$32.3K 0.01%
1,175
-146
536
$32.1K 0.01%
100
537
$31.9K 0.01%
258
538
$31.9K 0.01%
1,146
-560
539
$31.8K 0.01%
123
-22
540
$31.8K 0.01%
155
541
$31.6K 0.01%
144
+50
542
$31.1K 0.01%
1,068
+89
543
$30.9K 0.01%
417
-59
544
$30.9K 0.01%
89
-35
545
$30.7K 0.01%
300
-100
546
$30.7K 0.01%
118
547
$30.6K 0.01%
292
+79
548
$30.6K 0.01%
893
-99
549
$30.5K 0.01%
1,500
550
$30.4K 0.01%
927
+415
20 21
22
23 24