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
$512M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,660
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$973K
3
+$429K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$338K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$335K

Top Sells

1
+$428K
2
+$387K
3
+$282K
4
VUG icon
Vanguard Growth ETF
VUG
+$277K
5
IBM icon
IBM
IBM
+$207K

Sector Composition

1 Consumer Staples 39.45%
2 Industrials 14.92%
3 Technology 7.52%
4 Communication Services 7.38%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$151K 0.03%
15,000
252
$149K 0.03%
4,380
+1,800
253
$148K 0.03%
1,972
254
$147K 0.03%
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-360
255
$145K 0.03%
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-671
256
$145K 0.03%
1,241
-259
257
$145K 0.03%
1,399
+125
258
$142K 0.03%
834
-37
259
$141K 0.03%
1,966
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260
$140K 0.03%
485
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261
$140K 0.03%
3,448
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262
$139K 0.03%
1,402
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263
$138K 0.03%
795
264
$136K 0.03%
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+1,091
265
$135K 0.03%
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266
$134K 0.03%
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267
$134K 0.03%
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487
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269
$130K 0.03%
4,992
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270
$129K 0.03%
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271
$128K 0.03%
1,091
-3
272
$127K 0.02%
840
-20
273
$126K 0.02%
1,306
+26
274
$124K 0.02%
2,642
-21
275
$124K 0.02%
4,565
+136
9 10
11
12 13