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
1076
$3.1K ﹤0.01%
146
-114
1077
$3.1K ﹤0.01%
77
-9
1078
$3.09K ﹤0.01%
65
+46
1079
$3.08K ﹤0.01%
25
+23
1080
$3.06K ﹤0.01%
104
-95
1081
$3.06K ﹤0.01%
70
-76
1082
$3.06K ﹤0.01%
+476
1083
$3.04K ﹤0.01%
200
+100
1084
$3.01K ﹤0.01%
9
+4
1085
$3.01K ﹤0.01%
+211
1086
$2.98K ﹤0.01%
36
+10
1087
$2.97K ﹤0.01%
29
+21
1088
$2.89K ﹤0.01%
128
-105
1089
$2.88K ﹤0.01%
+31
1090
$2.87K ﹤0.01%
17
1091
$2.87K ﹤0.01%
+31
1092
$2.86K ﹤0.01%
64
-52
1093
$2.85K ﹤0.01%
34
-9
1094
$2.85K ﹤0.01%
250
1095
$2.84K ﹤0.01%
81
-34
1096
$2.83K ﹤0.01%
144
-16
1097
$2.83K ﹤0.01%
200
1098
$2.83K ﹤0.01%
81
-263
1099
$2.8K ﹤0.01%
9
+8
1100
$2.77K ﹤0.01%
+111
42 43
44
45 46