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
926
$7.37K ﹤0.01%
666
927
$7.35K ﹤0.01%
+319
928
$7.34K ﹤0.01%
633
929
$7.33K ﹤0.01%
59
-25
930
$7.31K ﹤0.01%
265
+116
931
$7.3K ﹤0.01%
136
-41
932
$7.22K ﹤0.01%
92
933
$7.18K ﹤0.01%
+4
934
$7.13K ﹤0.01%
32
-23
935
$7.11K ﹤0.01%
36
936
$6.99K ﹤0.01%
24
-46
937
$6.95K ﹤0.01%
131
+92
938
$6.91K ﹤0.01%
75
-15
939
$6.91K ﹤0.01%
95
-15
940
$6.83K ﹤0.01%
70
-36
941
$6.78K ﹤0.01%
700
942
$6.7K ﹤0.01%
142
-32
943
$6.67K ﹤0.01%
75
-37
944
$6.67K ﹤0.01%
12
945
$6.67K ﹤0.01%
75
-63
946
$6.63K ﹤0.01%
293
+253
947
$6.6K ﹤0.01%
28
+4
948
$6.6K ﹤0.01%
101
949
$6.59K ﹤0.01%
37
+15
950
$6.55K ﹤0.01%
161
+80
36 37
38
39 40