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 18.94%
3 Communication Services 7.19%
4 Technology 7.18%
5 Consumer Discretionary 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$3.57K ﹤0.01%
34
+4
1052
$3.54K ﹤0.01%
20
-18
1053
$3.5K ﹤0.01%
1,019
1054
$3.47K ﹤0.01%
61
1055
$3.46K ﹤0.01%
26
+6
1056
$3.45K ﹤0.01%
80
-241
1057
$3.44K ﹤0.01%
100
-71
1058
$3.43K ﹤0.01%
56
1059
$3.43K ﹤0.01%
35
-5
1060
$3.39K ﹤0.01%
204
-4
1061
$3.39K ﹤0.01%
40
1062
$3.35K ﹤0.01%
62
+4
1063
$3.33K ﹤0.01%
49
-1
1064
$3.31K ﹤0.01%
120
1065
$3.3K ﹤0.01%
+42
1066
$3.28K ﹤0.01%
688
1067
$3.25K ﹤0.01%
+157
1068
$3.23K ﹤0.01%
100
1069
$3.21K ﹤0.01%
27
-18
1070
$3.2K ﹤0.01%
193
1071
$3.2K ﹤0.01%
15
+4
1072
$3.19K ﹤0.01%
38
+12
1073
$3.17K ﹤0.01%
3,333
1074
$3.15K ﹤0.01%
1
-1
1075
$3.1K ﹤0.01%
24
41 42
43
44 45