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
576
$28.8K 0.01%
215
-4
577
$28.7K 0.01%
114
-315
578
$28.7K 0.01%
520
579
$28.6K 0.01%
812
+121
580
$28.3K 0.01%
496
+250
581
$28.3K 0.01%
567
+474
582
$28.2K 0.01%
1,633
583
$28.1K 0.01%
500
584
$28K 0.01%
435
+72
585
$27.9K 0.01%
928
+627
586
$27.8K 0.01%
95
+9
587
$27.7K 0.01%
3,760
+1,890
588
$27.7K 0.01%
+516
589
$27.5K 0.01%
160
+86
590
$27.4K 0.01%
175
591
$27K 0.01%
1,921
592
$26.9K 0.01%
409
+88
593
$26.7K 0.01%
366
594
$26.7K 0.01%
92
-2
595
$26.6K 0.01%
233
-46
596
$26.6K 0.01%
2,200
597
$26.1K 0.01%
631
-258
598
$26.1K 0.01%
196
-88
599
$26.1K 0.01%
+500
600
$26K 0.01%
400
-90
22 23
24
25 26