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
601
$26K 0.01%
61
+14
602
$25.9K 0.01%
130
603
$25.7K 0.01%
99
604
$25.7K 0.01%
411
+51
605
$25.5K 0.01%
288
-63
606
$25.5K 0.01%
336
+45
607
$25.4K 0.01%
489
+16
608
$25.4K 0.01%
279
-99
609
$25.4K 0.01%
119
+75
610
$25.4K 0.01%
219
611
$25.4K 0.01%
274
+20
612
$25.2K 0.01%
362
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613
$25K 0.01%
2,283
+915
614
$24.9K 0.01%
403
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615
$24.9K 0.01%
690
+199
616
$24.9K 0.01%
72
617
$24.8K 0.01%
526
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618
$24.8K 0.01%
521
619
$24.7K 0.01%
531
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620
$24.6K 0.01%
423
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621
$24.5K 0.01%
744
-466
622
$24.4K 0.01%
168
-27
623
$24.3K 0.01%
3,385
624
$24.2K 0.01%
376
-14
625
$24.2K 0.01%
962
+172
23 24
25
26 27