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
901
$8.15K ﹤0.01%
160
-135
902
$8.15K ﹤0.01%
131
-1
903
$8.1K ﹤0.01%
1
-1
904
$8.1K ﹤0.01%
584
905
$8.07K ﹤0.01%
249
-49
906
$8.01K ﹤0.01%
113
-231
907
$8.01K ﹤0.01%
257
-108
908
$7.99K ﹤0.01%
58
+45
909
$7.98K ﹤0.01%
43
910
$7.97K ﹤0.01%
161
+79
911
$7.92K ﹤0.01%
32
-12
912
$7.9K ﹤0.01%
529
-554
913
$7.89K ﹤0.01%
100
+26
914
$7.88K ﹤0.01%
200
915
$7.87K ﹤0.01%
196
916
$7.78K ﹤0.01%
90
+76
917
$7.74K ﹤0.01%
31
-55
918
$7.67K ﹤0.01%
+72
919
$7.67K ﹤0.01%
177
-40
920
$7.67K ﹤0.01%
169
-10
921
$7.61K ﹤0.01%
203
922
$7.58K ﹤0.01%
35
-49
923
$7.55K ﹤0.01%
305
+157
924
$7.42K ﹤0.01%
51
925
$7.39K ﹤0.01%
6
+1
35 36
37
38 39