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
1176
$1.9K ﹤0.01%
3
-6
1177
$1.9K ﹤0.01%
150
1178
$1.9K ﹤0.01%
96
-57
1179
$1.9K ﹤0.01%
138
-70
1180
$1.86K ﹤0.01%
26
-23
1181
$1.85K ﹤0.01%
105
+59
1182
$1.82K ﹤0.01%
115
-3
1183
$1.81K ﹤0.01%
49
-14
1184
$1.8K ﹤0.01%
510
-3
1185
$1.8K ﹤0.01%
29
1186
$1.79K ﹤0.01%
18
1187
$1.78K ﹤0.01%
11
1188
$1.76K ﹤0.01%
12
1189
$1.72K ﹤0.01%
+50
1190
$1.72K ﹤0.01%
171
-642
1191
$1.71K ﹤0.01%
51
+25
1192
$1.71K ﹤0.01%
100
1193
$1.7K ﹤0.01%
95
-88
1194
$1.67K ﹤0.01%
162
-77
1195
$1.67K ﹤0.01%
+250
1196
$1.67K ﹤0.01%
100
1197
$1.65K ﹤0.01%
2
1198
$1.65K ﹤0.01%
47
1199
$1.64K ﹤0.01%
69
1200
$1.63K ﹤0.01%
10
46 47
48
49 50