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
776
$13.5K ﹤0.01%
444
-105
777
$13.5K ﹤0.01%
396
-311
778
$13.3K ﹤0.01%
231
+48
779
$13.3K ﹤0.01%
109
-67
780
$13.3K ﹤0.01%
34
781
$13.2K ﹤0.01%
469
+224
782
$13.2K ﹤0.01%
538
+449
783
$13.2K ﹤0.01%
328
-247
784
$13.1K ﹤0.01%
853
-272
785
$13.1K ﹤0.01%
200
786
$13.1K ﹤0.01%
1,094
+737
787
$13.1K ﹤0.01%
538
+76
788
$12.8K ﹤0.01%
643
-1,376
789
$12.8K ﹤0.01%
1,112
+593
790
$12.8K ﹤0.01%
+521
791
$12.8K ﹤0.01%
95
+18
792
$12.8K ﹤0.01%
168
+156
793
$12.7K ﹤0.01%
335
+125
794
$12.7K ﹤0.01%
216
-19
795
$12.6K ﹤0.01%
142
796
$12.6K ﹤0.01%
136
-7
797
$12.6K ﹤0.01%
1,100
798
$12.6K ﹤0.01%
321
-244
799
$12.6K ﹤0.01%
208
-50
800
$12.5K ﹤0.01%
176
30 31
32
33 34