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
701
$18.4K ﹤0.01%
72
-28
702
$18.4K ﹤0.01%
631
-6
703
$18.2K ﹤0.01%
318
-42
704
$17.8K ﹤0.01%
146
705
$17.8K ﹤0.01%
120
-1
706
$17.8K ﹤0.01%
49
-7
707
$17.8K ﹤0.01%
170
708
$17.8K ﹤0.01%
1,077
+917
709
$17.8K ﹤0.01%
162
-229
710
$17.6K ﹤0.01%
134
-30
711
$17.6K ﹤0.01%
404
-4
712
$17.6K ﹤0.01%
455
+413
713
$17.6K ﹤0.01%
544
+350
714
$17.6K ﹤0.01%
49
+1
715
$17.6K ﹤0.01%
314
+165
716
$17.5K ﹤0.01%
107
+37
717
$17.4K ﹤0.01%
305
-45
718
$17.2K ﹤0.01%
760
719
$17.2K ﹤0.01%
2,530
720
$17.1K ﹤0.01%
311
-31
721
$17.1K ﹤0.01%
237
722
$17K ﹤0.01%
319
-348
723
$17K ﹤0.01%
343
724
$16.9K ﹤0.01%
300
725
$16.5K ﹤0.01%
538
-26
27 28
29
30 31