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
1201
$1.62K ﹤0.01%
+200
1202
$1.61K ﹤0.01%
51
1203
$1.61K ﹤0.01%
67
1204
$1.59K ﹤0.01%
2,000
1205
$1.58K ﹤0.01%
+7
1206
$1.58K ﹤0.01%
44
+25
1207
$1.56K ﹤0.01%
27
+18
1208
$1.55K ﹤0.01%
43
1209
$1.54K ﹤0.01%
621
1210
$1.53K ﹤0.01%
88
-37
1211
$1.52K ﹤0.01%
9
1212
$1.51K ﹤0.01%
35
1213
$1.5K ﹤0.01%
19
-9
1214
$1.49K ﹤0.01%
21
1215
$1.48K ﹤0.01%
23
+6
1216
$1.47K ﹤0.01%
93
-40
1217
$1.45K ﹤0.01%
313
1218
$1.44K ﹤0.01%
11
1219
$1.44K ﹤0.01%
52
+28
1220
$1.43K ﹤0.01%
12
+10
1221
$1.43K ﹤0.01%
58
1222
$1.41K ﹤0.01%
6
1223
$1.39K ﹤0.01%
24
1224
$1.39K ﹤0.01%
137
-39
1225
$1.38K ﹤0.01%
10
-42
47 48
49
50 51