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
1251
$1.17K ﹤0.01%
2
1252
$1.17K ﹤0.01%
8
+3
1253
$1.16K ﹤0.01%
30
1254
$1.16K ﹤0.01%
5
1255
$1.15K ﹤0.01%
31
1256
$1.15K ﹤0.01%
40
-102
1257
$1.14K ﹤0.01%
16
1258
$1.13K ﹤0.01%
23
1259
$1.11K ﹤0.01%
+6
1260
$1.1K ﹤0.01%
4
1261
$1.1K ﹤0.01%
31
1262
$1.09K ﹤0.01%
4
+3
1263
$1.09K ﹤0.01%
+58
1264
$1.08K ﹤0.01%
4
-8
1265
$1.08K ﹤0.01%
16
-101
1266
$1.06K ﹤0.01%
39
-148
1267
$1.05K ﹤0.01%
12
1268
$1.04K ﹤0.01%
26
+13
1269
$1.04K ﹤0.01%
8
1270
$1.02K ﹤0.01%
46
1271
$1.01K ﹤0.01%
28
-2
1272
$1.01K ﹤0.01%
7
1273
$996 ﹤0.01%
16
-4
1274
$984 ﹤0.01%
+3
1275
$973 ﹤0.01%
8
-8
49 50
51
52 53