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
301
$105K 0.02%
11,765
+1,371
302
$105K 0.02%
580
-36
303
$105K 0.02%
583
+137
304
$104K 0.02%
1,422
-794
305
$104K 0.02%
2,904
+690
306
$104K 0.02%
1,176
-80
307
$104K 0.02%
2,917
+95
308
$103K 0.02%
634
-70
309
$103K 0.02%
1,568
-2
310
$100K 0.02%
965
+86
311
$99.6K 0.02%
212
-36
312
$99.4K 0.02%
1,522
-20
313
$99.2K 0.02%
3,358
-25
314
$98.7K 0.02%
893
-4
315
$97.1K 0.02%
489
-57
316
$97K 0.02%
93
-45
317
$96K 0.02%
182
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318
$95.6K 0.02%
1,852
319
$95.3K 0.02%
1,407
-357
320
$95.2K 0.02%
5,432
+949
321
$94.3K 0.02%
850
-992
322
$93K 0.02%
654
+15
323
$91.8K 0.02%
254
-9
324
$91.1K 0.02%
649
-36
325
$90.9K 0.02%
474
-28
11 12
13
14 15