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
626
$24.2K 0.01%
241
-11
627
$24.1K 0.01%
+3,114
628
$23.9K 0.01%
974
-1
629
$23.8K 0.01%
422
630
$23.7K 0.01%
315
+15
631
$23.6K 0.01%
1,234
-1,975
632
$23.6K 0.01%
477
633
$23.6K 0.01%
181
-3
634
$23.4K 0.01%
679
+108
635
$23.4K 0.01%
1,187
636
$23.3K 0.01%
799
-59
637
$23.2K 0.01%
167
-51
638
$23.2K 0.01%
1,160
+14
639
$22.9K 0.01%
154
-6
640
$22.8K 0.01%
1,503
641
$22.7K 0.01%
186
+29
642
$22.6K 0.01%
1,160
643
$22.6K 0.01%
1,550
644
$22.4K 0.01%
705
-2
645
$22.3K 0.01%
257
+2
646
$22.1K ﹤0.01%
1,033
+19
647
$22.1K ﹤0.01%
836
648
$21.9K ﹤0.01%
714
+333
649
$21.8K ﹤0.01%
1,856
-1
650
$21.8K ﹤0.01%
323
+57
24 25
26
27 28