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
851
$10.2K ﹤0.01%
+64
852
$10.2K ﹤0.01%
65
-600
853
$10.2K ﹤0.01%
200
+95
854
$10.2K ﹤0.01%
321
-386
855
$10.1K ﹤0.01%
21
+10
856
$10.1K ﹤0.01%
291
+102
857
$10.1K ﹤0.01%
411
858
$10K ﹤0.01%
+207
859
$9.83K ﹤0.01%
3,100
860
$9.71K ﹤0.01%
212
861
$9.7K ﹤0.01%
60
+20
862
$9.68K ﹤0.01%
445
+351
863
$9.61K ﹤0.01%
1,053
864
$9.6K ﹤0.01%
161
-3
865
$9.54K ﹤0.01%
319
866
$9.53K ﹤0.01%
17
-17
867
$9.53K ﹤0.01%
76
868
$9.47K ﹤0.01%
+376
869
$9.41K ﹤0.01%
113
+2
870
$9.38K ﹤0.01%
211
-66
871
$9.38K ﹤0.01%
252
-1
872
$9.34K ﹤0.01%
455
-95
873
$9.28K ﹤0.01%
+203
874
$9.18K ﹤0.01%
44
+18
875
$9.12K ﹤0.01%
253
+245
33 34
35
36 37