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
551
$30.4K 0.01%
189
-13
552
$30.4K 0.01%
243
+88
553
$30.4K 0.01%
+12,652
554
$30.2K 0.01%
788
-227
555
$30.2K 0.01%
342
+95
556
$30.1K 0.01%
203
557
$30.1K 0.01%
351
-49
558
$30.1K 0.01%
160
-15
559
$30.1K 0.01%
195
+99
560
$30K 0.01%
353
+257
561
$30K 0.01%
656
+386
562
$30K 0.01%
2,167
563
$30K 0.01%
3,170
+671
564
$29.8K 0.01%
84
+37
565
$29.8K 0.01%
1,046
+66
566
$29.8K 0.01%
680
+170
567
$29.6K 0.01%
221
+47
568
$29.5K 0.01%
267
-3
569
$29.4K 0.01%
+5,000
570
$29.4K 0.01%
754
-47
571
$29.3K 0.01%
290
-130
572
$29.1K 0.01%
390
+40
573
$29.1K 0.01%
1,281
-842
574
$29K 0.01%
311
575
$28.9K 0.01%
1,326
+1,236
21 22
23
24 25