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
726
$16.3K ﹤0.01%
265
+37
727
$16.2K ﹤0.01%
377
-133
728
$16.1K ﹤0.01%
416
729
$16.1K ﹤0.01%
867
+134
730
$16.1K ﹤0.01%
+149
731
$16K ﹤0.01%
104
732
$16K ﹤0.01%
21
+14
733
$16K ﹤0.01%
+124
734
$16K ﹤0.01%
876
+500
735
$15.9K ﹤0.01%
+1,600
736
$15.9K ﹤0.01%
157
+24
737
$15.9K ﹤0.01%
200
738
$15.8K ﹤0.01%
216
+48
739
$15.8K ﹤0.01%
111
-2
740
$15.8K ﹤0.01%
392
+68
741
$15.8K ﹤0.01%
942
-578
742
$15.7K ﹤0.01%
580
743
$15.7K ﹤0.01%
604
+602
744
$15.7K ﹤0.01%
598
-196
745
$15.7K ﹤0.01%
400
746
$15.6K ﹤0.01%
1,016
747
$15.6K ﹤0.01%
928
748
$15.4K ﹤0.01%
100
749
$15.1K ﹤0.01%
464
+217
750
$15.1K ﹤0.01%
137
-8
28 29
30
31 32