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
876
$9.12K ﹤0.01%
79
877
$9.09K ﹤0.01%
114
-60
878
$9.08K ﹤0.01%
1,131
+428
879
$9.06K ﹤0.01%
516
880
$9.05K ﹤0.01%
544
-474
881
$8.93K ﹤0.01%
102
+23
882
$8.93K ﹤0.01%
538
+55
883
$8.92K ﹤0.01%
237
-56
884
$8.88K ﹤0.01%
117
+63
885
$8.87K ﹤0.01%
+105
886
$8.84K ﹤0.01%
74
887
$8.78K ﹤0.01%
49
888
$8.7K ﹤0.01%
388
+281
889
$8.67K ﹤0.01%
1,556
-1,491
890
$8.6K ﹤0.01%
402
+352
891
$8.58K ﹤0.01%
110
-9
892
$8.54K ﹤0.01%
250
893
$8.41K ﹤0.01%
649
+66
894
$8.38K ﹤0.01%
694
895
$8.3K ﹤0.01%
140
+104
896
$8.29K ﹤0.01%
+173
897
$8.25K ﹤0.01%
208
-61
898
$8.24K ﹤0.01%
907
-30
899
$8.22K ﹤0.01%
50
900
$8.15K ﹤0.01%
45
34 35
36
37 38