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
951
$6.54K ﹤0.01%
+35
952
$6.52K ﹤0.01%
29
-8
953
$6.51K ﹤0.01%
500
954
$6.46K ﹤0.01%
+249
955
$6.46K ﹤0.01%
70
-87
956
$6.44K ﹤0.01%
12
+4
957
$6.43K ﹤0.01%
118
-55
958
$6.43K ﹤0.01%
260
-159
959
$6.37K ﹤0.01%
20
960
$6.18K ﹤0.01%
334
+300
961
$6.11K ﹤0.01%
71
-255
962
$6.1K ﹤0.01%
138
-37
963
$5.95K ﹤0.01%
166
+88
964
$5.93K ﹤0.01%
110
-46
965
$5.91K ﹤0.01%
98
966
$5.9K ﹤0.01%
5,000
967
$5.84K ﹤0.01%
52
-3
968
$5.84K ﹤0.01%
+107
969
$5.82K ﹤0.01%
84
+71
970
$5.72K ﹤0.01%
192
-2
971
$5.66K ﹤0.01%
223
-31
972
$5.65K ﹤0.01%
47
-5
973
$5.64K ﹤0.01%
107
+71
974
$5.63K ﹤0.01%
95
-3
975
$5.62K ﹤0.01%
203
+11
37 38
39
40 41