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
651
$21.7K ﹤0.01%
530
+61
652
$21.6K ﹤0.01%
629
653
$21.5K ﹤0.01%
401
+101
654
$21.5K ﹤0.01%
203
-1
655
$21.4K ﹤0.01%
2,252
+633
656
$21.2K ﹤0.01%
632
+326
657
$21.2K ﹤0.01%
108
-2
658
$21.1K ﹤0.01%
359
+90
659
$21K ﹤0.01%
115
+7
660
$21K ﹤0.01%
200
661
$21K ﹤0.01%
69
+53
662
$20.9K ﹤0.01%
110
+47
663
$20.8K ﹤0.01%
105
+64
664
$20.8K ﹤0.01%
360
+248
665
$20.7K ﹤0.01%
100
666
$20.7K ﹤0.01%
395
+15
667
$20.6K ﹤0.01%
1,261
668
$20.4K ﹤0.01%
262
+105
669
$20.4K ﹤0.01%
122
670
$20.3K ﹤0.01%
350
671
$20.3K ﹤0.01%
329
-21
672
$20.2K ﹤0.01%
276
+79
673
$20.2K ﹤0.01%
21
+11
674
$20.1K ﹤0.01%
522
+410
675
$20.1K ﹤0.01%
208
+1
25 26
27
28 29