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
326
$90.7K 0.02%
365
327
$90.2K 0.02%
2,842
-102
328
$90K 0.02%
8,304
+769
329
$89.7K 0.02%
627
+77
330
$89.1K 0.02%
450
-510
331
$88.9K 0.02%
2,409
+67
332
$88.8K 0.02%
4,798
+174
333
$88.7K 0.02%
1,880
-160
334
$87.6K 0.02%
4,853
-92
335
$87.6K 0.02%
848
-277
336
$87.2K 0.02%
1,181
-84
337
$86.8K 0.02%
3,707
+7
338
$86.2K 0.02%
1,587
-125
339
$86.2K 0.02%
788
-35
340
$85.8K 0.02%
708
+134
341
$85.8K 0.02%
2,091
+89
342
$85.3K 0.02%
346
+11
343
$85.2K 0.02%
364
344
$85K 0.02%
976
-120
345
$84.6K 0.02%
1,337
+209
346
$84.5K 0.02%
12,518
347
$83.9K 0.02%
7,933
+1,238
348
$83.9K 0.02%
1,233
+123
349
$83.9K 0.02%
1,878
+2
350
$83.3K 0.02%
1,669
-6
12 13
14
15 16