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
976
$5.59K ﹤0.01%
23
+5
977
$5.58K ﹤0.01%
52
+43
978
$5.51K ﹤0.01%
300
979
$5.47K ﹤0.01%
102
980
$5.42K ﹤0.01%
123
-2
981
$5.42K ﹤0.01%
115
982
$5.41K ﹤0.01%
41
-86
983
$5.41K ﹤0.01%
757
984
$5.39K ﹤0.01%
792
+219
985
$5.33K ﹤0.01%
2,600
986
$5.33K ﹤0.01%
180
-86
987
$5.32K ﹤0.01%
77
988
$5.3K ﹤0.01%
1,000
989
$5.27K ﹤0.01%
+27
990
$5.26K ﹤0.01%
69
+30
991
$5.23K ﹤0.01%
26
992
$5.17K ﹤0.01%
42
-36
993
$5.13K ﹤0.01%
392
-36
994
$5.1K ﹤0.01%
179
-25
995
$5.08K ﹤0.01%
40
+1
996
$5.08K ﹤0.01%
+30
997
$5.06K ﹤0.01%
1,250
998
$5.04K ﹤0.01%
37
-8
999
$5.01K ﹤0.01%
+8
1000
$5.01K ﹤0.01%
301
-2
38 39
40
41 42