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
676
$20.1K ﹤0.01%
211
-300
677
$20.1K ﹤0.01%
532
-9
678
$19.9K ﹤0.01%
334
-96
679
$19.9K ﹤0.01%
766
680
$19.8K ﹤0.01%
301
+17
681
$19.6K ﹤0.01%
113
-9
682
$19.5K ﹤0.01%
368
-18
683
$19.5K ﹤0.01%
2,015
-19
684
$19.4K ﹤0.01%
828
+182
685
$19.4K ﹤0.01%
602
-8
686
$19.3K ﹤0.01%
696
+118
687
$19.2K ﹤0.01%
220
+8
688
$19.2K ﹤0.01%
368
+292
689
$19.2K ﹤0.01%
305
+172
690
$19.1K ﹤0.01%
300
691
$19.1K ﹤0.01%
192
-56
692
$19K ﹤0.01%
182
+32
693
$18.9K ﹤0.01%
486
+4
694
$18.6K ﹤0.01%
1,233
-353
695
$18.6K ﹤0.01%
391
+32
696
$18.6K ﹤0.01%
4,000
697
$18.5K ﹤0.01%
3,303
698
$18.5K ﹤0.01%
469
+17
699
$18.5K ﹤0.01%
233
-4
700
$18.5K ﹤0.01%
164
+2
26 27
28
29 30