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
801
$12.5K ﹤0.01%
500
802
$12.5K ﹤0.01%
100
803
$12.5K ﹤0.01%
+30
804
$12.4K ﹤0.01%
25
805
$12.4K ﹤0.01%
600
-300
806
$12.4K ﹤0.01%
+205
807
$12.3K ﹤0.01%
94
-62
808
$12.3K ﹤0.01%
118
809
$12.3K ﹤0.01%
339
-48
810
$12.2K ﹤0.01%
448
+223
811
$12.1K ﹤0.01%
222
-145
812
$11.9K ﹤0.01%
152
-109
813
$11.9K ﹤0.01%
17
-1
814
$11.8K ﹤0.01%
414
-117
815
$11.8K ﹤0.01%
438
-12
816
$11.8K ﹤0.01%
94
-49
817
$11.8K ﹤0.01%
88
+11
818
$11.8K ﹤0.01%
71
819
$11.7K ﹤0.01%
157
-9
820
$11.7K ﹤0.01%
108
821
$11.7K ﹤0.01%
1,540
822
$11.7K ﹤0.01%
119
-89
823
$11.6K ﹤0.01%
123
-7
824
$11.5K ﹤0.01%
16
825
$11.5K ﹤0.01%
191
+9
31 32
33
34 35