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
1276
$971 ﹤0.01%
375
1277
$969 ﹤0.01%
11
-8
1278
$959 ﹤0.01%
+62
1279
$955 ﹤0.01%
11
1280
$948 ﹤0.01%
23
1281
$941 ﹤0.01%
93
-22
1282
$938 ﹤0.01%
+4
1283
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$929 ﹤0.01%
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1285
$924 ﹤0.01%
47
1286
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40
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1289
$891 ﹤0.01%
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$881 ﹤0.01%
2
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$879 ﹤0.01%
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1292
$878 ﹤0.01%
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$855 ﹤0.01%
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$836 ﹤0.01%
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$825 ﹤0.01%
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1297
$821 ﹤0.01%
11
1298
$820 ﹤0.01%
40
1299
$816 ﹤0.01%
22
+1
1300
$812 ﹤0.01%
8
+4
50 51
52
53 54