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
1226
$1.36K ﹤0.01%
5
1227
$1.35K ﹤0.01%
17
1228
$1.35K ﹤0.01%
32
1229
$1.34K ﹤0.01%
+76
1230
$1.34K ﹤0.01%
85
-127
1231
$1.34K ﹤0.01%
1,000
1232
$1.34K ﹤0.01%
79
-3
1233
$1.33K ﹤0.01%
32
1234
$1.33K ﹤0.01%
17
-4
1235
$1.31K ﹤0.01%
22
1236
$1.27K ﹤0.01%
48
+25
1237
$1.27K ﹤0.01%
3
1238
$1.26K ﹤0.01%
9
1239
$1.23K ﹤0.01%
+13
1240
$1.23K ﹤0.01%
200
1241
$1.22K ﹤0.01%
14
1242
$1.22K ﹤0.01%
13
1243
$1.21K ﹤0.01%
22
1244
$1.2K ﹤0.01%
10
-3
1245
$1.19K ﹤0.01%
75
1246
$1.19K ﹤0.01%
100
1247
$1.19K ﹤0.01%
13
-1
1248
$1.18K ﹤0.01%
25
1249
$1.18K ﹤0.01%
31
-95
1250
$1.17K ﹤0.01%
10
48 49
50
51 52