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
1126
$2.41K ﹤0.01%
37
+28
1127
$2.39K ﹤0.01%
124
1128
$2.38K ﹤0.01%
9
1129
$2.35K ﹤0.01%
205
-700
1130
$2.35K ﹤0.01%
6
1131
$2.35K ﹤0.01%
15
+6
1132
$2.35K ﹤0.01%
18
1133
$2.32K ﹤0.01%
32
1134
$2.32K ﹤0.01%
+17
1135
$2.31K ﹤0.01%
14
-1
1136
$2.31K ﹤0.01%
67
-77
1137
$2.3K ﹤0.01%
537
-3,982
1138
$2.3K ﹤0.01%
+9
1139
$2.29K ﹤0.01%
97
+55
1140
$2.29K ﹤0.01%
122
1141
$2.27K ﹤0.01%
5
-17
1142
$2.27K ﹤0.01%
207
-3
1143
$2.25K ﹤0.01%
12
1144
$2.25K ﹤0.01%
20
1145
$2.24K ﹤0.01%
28
-10
1146
$2.24K ﹤0.01%
17
1147
$2.24K ﹤0.01%
+30
1148
$2.23K ﹤0.01%
+28
1149
$2.23K ﹤0.01%
30
1150
$2.21K ﹤0.01%
12
-1
44 45
46
47 48